OVERVIEW Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily?

Are you driven, self-motivated and customer-focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client support, then we would like to talk to you! Our dynamic, fast-paced wealth management firm in Needham, MA is looking to expand our team.

We have the tools and resources to help you build a great future while sharing your expertise! RESPONSIBILITIES This Client Service Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments.

Other daily, weekly, and / or monthly tasks may include :

• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Input notes into CRM and keep updated records
• Coordinate and follow up on each client transfer
• Review application prior to submission
• Prepare client review summary for upcoming appointments
• Assist with New Business processing QUALIFICATIONS
• A team player that must be flexible, enthusiastic and possess an energetic personality
• Financial Industry experience
• College Degree preferred
• 2 years working alongside a Financial Advisor in a fast-paced office environment
• Insurance licensed preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• Strong organizational skills
• Excellent communication both written and verbal BENEFITS We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying. #LI-AM1

• A team player that must be flexible, enthusiastic and possess an energetic personality
• Financial Industry experience
• College Degree preferred
• 2 years working alongside a Financial Advisor in a fast-paced office environment
• Insurance licensed preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• Strong organizational skills

Other daily, weekly, and / or monthly tasks may include :

• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Input notes into CRM and keep updated records
• Coordinate and follow up on each client transfer
• Review application prior to submission
• Prepare client review summary for upcoming appointments
• Assist with New Business processing

Last updated : 2024-05-18