Client Service Associate
Company Overview
Our client is an established boutique financial services firm that assists individuals and families manage and protect their wealth. Specifically, they focus on comprehensive retirement planning. They offer a full range of investment and insurance products and services including portfolio management, annuities, and life insurance.
Client Service Associate Role
The Client Service Associate will work with an established team in the Charlestown office. The key responsibilities include, but are not limited to, providing client service and support, managing client relationships, CRM software, and assisting with marketing campaigns. Provide new business, administrative, operations and compliance support.
Qualifications
· Bachelor’s Degree
· Minimum of 2 years of office experience in financial services
· Excellent phone, verbal and written communications skills
· Ability to work independently
· Motivated
· Self Starter
· Detail Oriented
· Experience with CRM software
Location: 5x a week in Charlestown office
Salary: 65-75k
