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This range is provided by Lead Advisor LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$70,000.00/yr - $80,000.00/yr
Direct message the job poster from Lead Advisor LLC
Redefining Wealth Management Team Building
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Westford, Massachusetts. To view other open roles, visit jobs.lead-advisor.com
Client Service Associate
A well-established insurance and financial planning firm is seeking a personable and organized client service associate who can interact with clients and has an eye for details. They serve high net worth individuals, business owners, and professionals. Their office emphasizes teamwork and delivering exceptional client service. The Client Service Associate supports the Advisor in all aspects of the business. Ideal candidates are analytical, self-starters who value accuracy, follow up on details, and demonstrate initiative. Loyalty and quality are rewarded.
Major responsibilities will include, but are not limited to:
* Assist advisor in client meetings
* Assist clients with task completion
* Ensure client satisfaction
* Handle client paperwork
* Process account applications
* Manage change of address forms
* Assist with money transfer forms
Required Skills:
* Excellent oral and written communication skills
* Ability to prioritize and multitask
* Proficiency in Microsoft Office Suite (Outlook, Word, Excel) and typing skills
* Strong attention to detail and organizational skills
* Ability to work under tight deadlines and anticipate needs
* Highly communicative, organized, friendly, and comfortable in a fast-paced environment
* Strong ethical standards when handling confidential client information
Seniority level
* Associate
Employment type
* Full-time
Job function
* Finance
Featured Benefits
* Medical insurance
* Vision insurance
* 401(k)
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