47 client services representative Jobs in boston, ma
Robert Half is Hiring a Client Services Associate Near Boston, MA
Our client is a Wealth Management firm, and they are looking to bring onboard a Client Services Associate to their Boston office. This is a hybrid role.
Responsibilities include client onboarding activities, collaborating with advisors to expand their client base. Daily client engagement through phone calls and emails will keep you connected to the financial pulse.
Contribute to client reports and account maintenance, ensuring a seamless flow of communication and accurate billing processes. This role will allow you to put into practice your analytical and problem-solving skills, managing a myriad of tasks in a fast-paced environment.
Ideal candidate will bring a four-year finance degree and 1-5 years of experience. Must have excellent written/verbal skills and proficiency in Microsoft Excel, Word, and PowerPoint. Knowledge of Salesforce is a plus. Possessing multitasking skills and a keen eye for detail is crucial.
If you’d like immediate consideration, please email your most updated resume to thatiane.abrantes@roberthalffs.com. Thank you!
Job Summary
Full Time
$63k-82k (estimate)
05/31/2024
06/15/2024
roberthalf.com
Menlo Park, CA
>50,000
Related Companies
The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
02/03/2022: Oklahoma City, OK
Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
03/03/2022: Brownsville, TX
Client services representatives manage client relationships and provide customer support.
03/31/2022: Pierre, SD
A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
01/29/2022: Bridgeport, CT
Provided daily financial transaction services for clients while delivering excellent customer care.
03/18/2022: Lincoln, NE
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Associate jobs
These positions require familiarity with customer services tools and programs.
04/05/2022: Washington, DC
Client services associates also should have strong math, time management and critical thinking skills.
01/22/2022: Pine Bluff, AR
These associates provide administrative and client support to financial advisers.
03/03/2022: Jacksonville, FL
Client Services Associate must be excellent communicators capable of leading a team.
02/25/2022: Jackson, MS
And strong client relations skills are key to building and maintaining long-lasting business relationships.
01/26/2022: Provo, UT
Step 3: View the best colleges and universities for Client Services Associate.
