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Client Service Representative

2 months ago

Needham, United States Johnson Brunetti Retirement & Investment Specialists Full time
Client Service Specialist

Are you a customer-focused professional looking to build long-term relationships with clients and contribute to a dynamic wealth management firm? We're seeking a skilled Client Service Specialist to join our team at Johnson Brunetti Retirement & Investment Specialists in Needham, MA.

Key Responsibilities:

  • Provide exceptional client service by responding to inquiries and resolving issues in a timely and professional manner.
  • Build and maintain strong relationships with clients, prospects, and advisors.
  • Assist with client onboarding, including reviewing applications and preparing client review summaries.
  • Coordinate client transfers and ensure seamless execution of transactions.
  • Support the financial advisor team with new business processing and daily operations.

Requirements:

  • 2+ years of experience working in a fast-paced financial services environment.
  • Strong communication and organizational skills, with the ability to multitask and prioritize tasks effectively.
  • Proficiency in MS Office Suite and ability to learn new software quickly.
  • Insurance licensed preferred, but not required.
  • College degree preferred, but not required.

About Us:

Johnson Brunetti Retirement & Investment Specialists is a dynamic wealth management firm dedicated to providing exceptional client service and expert financial guidance. We're committed to building long-term relationships with our clients and helping them achieve their financial goals.