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Investment Client Support Associate

2 months ago

Plymouth, Massachusetts, United States Transcend Practice Management Full time
Position Overview:
As a Client Service Associate within our Wealth Management division, you will play a pivotal role in enhancing client experiences and supporting our esteemed advisors.

Key Responsibilities:
  • Client Engagement: Actively manage client interactions, ensuring that their needs are met with the highest level of service.
  • Administrative Support: Organize and process essential documentation, allowing advisors to focus on strategic initiatives.
  • Communication: Maintain clear and effective communication with clients and team members, fostering strong relationships.
  • Project Management: Oversee various projects, ensuring timely completion and adherence to client expectations.
  • Calendar Coordination: Manage the advisor's schedule, optimizing time for client meetings and internal commitments.

Qualifications:
  • Minimum of three years in a client-facing role, preferably within the financial services sector.
  • Strong proficiency in Microsoft Office Suite and familiarity with CRM systems.
  • Exceptional organizational skills and attention to detail.
  • Ability to thrive in a dynamic environment and adapt to changing priorities.
  • Demonstrated integrity and commitment to client confidentiality.

Why Join Us?
At Transcend Practice Management, we value collaboration and are dedicated to creating a supportive environment for our team members. Your contributions will directly impact our clients' financial journeys, and we are committed to investing in your professional growth. We welcome diverse candidates who are eager to make a difference.