Client Services/New Business Coordinator

Financial Services firm seeks full time Client Services/New Business Coordinator in our Wakefield, MA office location. Business hours are Monday through Friday, 8:00am – 5:00 pm. Upon completion of training there will be opportunity for hybrid work if desired.

Qualifications include superior verbal and written communication skills as well as a professional phone presence. Applicant must possess strong time management skills with the capacity to prioritize business needs. Familiarity with business technology tools such as Microsoft Office Suite, Advisor360, as well as the ability to quickly gain working knowledge of job-specific technology tools is a priority. Solid attention to detail and innate organizational skills are required to successfully navigate a large volume of incoming information and maintaining integrity of sensitive client data.

Primary responsibilities of this role include:

Prepare applications for investment and insurance clients

• Manage general client service requests
• Assisting in preparation of client presentations
• Documenting activity in firm CRM system
• Maintaining up-to-date client records in CRM system

Qualified candidates should submit a cover letter and resume to the email address provided. Competitive compensation provided commensurate with relevant prior work experience and qualifications. Experience preferred, but not required. We will train the proper candidate. Comprehensive benefits package provided.

Equal Opportunity and Affirmative Action Employer

We will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process. If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to Relocate:

• Wakefield, MA: Relocate before starting work (Required)

Work Location: In person