Client Service Representative

1 week ago


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

Exceptional Client Support Specialist Opportunity

We are seeking a highly motivated and customer-focused individual to join our dynamic wealth management team in Needham, MA.

About the Role:

This is an excellent opportunity for someone who enjoys developing long-term relationships, providing exceptional client support, and working collaboratively with a talented team of professionals. As a key member of our team, you will be responsible for delivering outstanding service to our clients, building strong relationships with prospects, and assisting our advisors in preparing for client appointments.

Key Responsibilities:

  • Provide exceptional service to clients over the phone and via email
  • Resolve client issues in a timely and professional manner
  • Update client records and CRM systems accurately and efficiently
  • Coordinate client transfers and review applications prior to submission
  • Prepare client review summaries and assist with new business processing

Requirements:

To succeed in this role, you must possess excellent communication and organizational skills, as well as a strong ability to work independently and collaboratively as part of a fast-paced team. Additionally, you should have experience working in a financial industry environment and be proficient in MS Office Suite.

Estimated Salary Range: $55,000 - $70,000 per year, depending on experience.

About Our Company: Johnson Brunetti Retirement & Investment Specialists is a reputable wealth management firm dedicated to providing exceptional service to our clients. We offer a dynamic and supportive work environment, opportunities for growth and development, and a competitive salary and benefits package.



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