Client Service Associate
4 weeks ago
Job Title: Client Service Associate
Company Overview: Lead Advisor, LLC is a wealth management consulting and search firm that assists individuals and families manage and protect their wealth.
Job Summary: We are seeking a Client Service Associate to work with our established team in the Charlestown office. The ideal candidate will provide exceptional client service and support, manage client relationships, and utilize CRM software to drive business growth.
Key Responsibilities:
- Provide client service and support
- Manage client relationships
- Utilize CRM software
- Assist with marketing campaigns
- Provide new business, administrative, operations, and compliance support
Qualifications:
- Bachelor's Degree
- Minimum of 2 years of office experience in financial services
- Excellent phone, verbal, and written communication skills
- Ability to work independently
- Motivated and self-starter
- Detail-oriented
- Experience with CRM software
Work Environment: This is a full-time position that requires 5 days a week in the Charlestown office. The salary range is $65,000.00 - $75,000.00 per year, and the job type is full-time. Benefits include paid time off.
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