OM Financial Group, a fast-paced, rapidly growing financial services firm located in Boston is looking for a Client Service Associate to join our team. Candidates are expected to possess a high-level of communication skills, a flexible attitude, be team oriented, and willing to take ownership of their responsibilities. The candidate will provide administrative and operations support for multiple advisors at the firm. This will be a hybrid role based out of our Boston office.

Responsibilities Include:

• In collaboration with multiple Financial Advisors, lead all operational aspects of a pre-sale client experience, including preparing administrative paperwork, assisting in processing financial transactions, document requests, data management, on-going assistance of client accounts, as well as, ad-hoc projects while collaborating with multiple departments and carriers to ensure the progression of sales
• Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving in a timely and professional manner
• Prepare and follow-up on required client paperwork, financial applications, and transactions
• Act as primary contact for day-to-day pre-sale client service needs and independently resolve service requests
• Prepare materials for client meetings, including presentations, analysis, and reports
• Develop and maintain positive working relationships with other internal departments, as well as, outside service professionals such financial advisors, attorneys, and product carrier’s relationship managers
• Utilize CRM and other platforms to track client interactions and maintain accurate records.
• Collaborate with internal teams to ensure client needs are met and expectations are exceeded

Qualifications

• Bachelor’s degree, preferably in Finance, Accounting, or a related field
• Ability to work a flexible schedule, including Mountain or Pacific business hours at times
• Advanced Proficiency with MS Office, especially PowerPoint and Excel
• Outstanding written and verbal communication skills
• Excellent customer service skills and prior experience in Client Services
• 1 – 3 years of relevant work experience
• Ability to maintain highest level of professionalism
• Excellent organizational, interpersonal and time management skills.
• Ability to work in a team environment with a positive and professional attitude

Preferred Skills

• Prior experience as a Client Service Associate or in Operations in the Financial Services industry
• Possession of or progression towards a Series 7, 63/65, or 66 License
• Experience with CRMs and financial planning software

Please submit resumes in PDF format.

Job Type: Full-time

Pay: From $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance
• Volunteer time off

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: Hybrid remote in Boston, MA 02210