Clients Service Associate Admin

Client Service Associate

Boston Wealth Management, LLC

286 Boston Post Road, Wayland, MA 01778

Boston Wealth Management, LLC is a growing financial services firm looking to hire an individual eager to work in a fast-paced and friendly environment helping our clients achieve business and personal financial goals.

Position Summary

The Client Service Associate will help to facilitate office communication and activities on a day-to-day basis. This individual will assist office staff and Financial Advisors in supporting clients while complying with firm and regulatory expectations. This is an in-person position only, Monday - Friday.

Responsibilities & Qualifications

· Answer incoming calls in a professional manner

· Process client requests and follow up to ensure completion

· Schedule client calls and meetings

· Review and organize team schedules via RedTail calendar daily

· Process checks in a timely manner

· File documents

· Order office supplies

· Process incoming/outgoing mail

· Welcome clients at time of appointments, establish and build relationships

· Complete required paperwork to facilitate business

· Assist with various needs of office staff and Financial Advisors

· Strong organizational skills, efficiency, and punctuality a must

· Comfortable in a demanding environment

· Ability to multitask is necessary

· Proficient in Microsoft Office (Word, Excel, PowerPoint)

· Experience using a CRM system (Redtail a plus)

· Familiar with a paperless office environment

· Three years of related work experience preferred

· A background in Property and Casualty Insurance a plus.

Compensation & Benefits

The Client Service Associate’s salary is commensurate with experience and will be consistent with industry salary surveys within our competitive marketplace.

Job Type: Full-time

Salary: $55,000.00 - $65,000.00 per year

BWM provides a company 401k plan with employer contributions and paid time off.

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• Health insurance

Work Location: In person

Salary : $55,000 - $65,000