Client Services Coordinator

2 days ago


Needham Heights, Massachusetts, United States The Bulfinch Group Full time

About The Bulfinch Group

We are a dynamic team of financial services professionals dedicated to delivering exceptional client experiences. As a Client Services Coordinator, you will play a vital role in supporting our clients' financial goals and objectives.

Key Responsibilities

  • Manage client engagement, including documentation for investment account opening and life and disability insurance underwriting.
  • Maintain client demographics and data records through our CRM and financial planning portals.
  • Respond promptly to client service requests and effectively communicate with the planning team to ensure a high-quality client experience.
  • Assist in executing online marketing campaigns and client events to enhance the overall client service experience.

About You

We are seeking a highly motivated and organized individual with excellent communication skills and a strong attention to detail. If you are a team player who is comfortable learning new technologies and is committed to delivering exceptional client service, we want to hear from you.

Qualifications

  • Excellent communication skills, both written and verbal.
  • Strong attention to detail and ability to thrive in a multitasking environment.
  • 1-3 years of professional experience within the Financial Services industry is preferred but not required; relevant experience in another industry is applicable.
  • Comfortable learning new technologies and being a go-to partner for others.
  • Comfortable with working remotely but has the ability to occasionally travel to our Needham office for training and meetings.

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