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Job Description Job Description Position: Client Service Associate - Financial Services
Location: Newburyport, MA (in-office with possible hybrid after 6 months)
Salary = $70,000 to $80,000
MUST HAVE EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY
The best and brightest always have choices in the wealth management arena. Working with our firm is an
investment in your future that will reap rewards for years to come. We are a close, tightly knit team that works collaboratively to bring their values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients so that, no matter whom we work with, clients know that they are receiving the firm’s utmost attention.
Sound appealing? We are building a team with people who share our vision and want to add value to our clients.
We would like you to think of how we can do things better, make an impact, and continue to grow. This is an
exciting opportunity to welcome a Client Service Associate to the team who will support the firm’s lead advisors.
The attributes that we are looking for in a teammate include:
● Insistent attention to detail
● Passionately committed to serving and caring for other people
● Energy and enthusiasm
● Commitment to exceeding client expectations
● Flexibility and openness to step in and do whatever is needed to support the team
● Interest in working on varied assignments with people across the firm
● Strong communication and interpersonal skills, showing an ability to connect with others and build
relationships within the firm and across our client base
● Ability to anticipate the needs of the advisors and the team overall
● Self-directed time management and prioritization capabilities and outstanding organizational skills
● Ability to self-start, take initiative, and be proactive
● Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
● Poise and maturity, especially in stressful situations
● Superior organizational skills
● Ability to multitask and manage multiple projects at once with efficiency and accuracy
● Team player with strong desire to be a long-term contributing member of the team
● Able to handle multiple projects simultaneously
● Operates successfully under deadlines
● Able to take direction while knowing when to take the ball and run with it
If you are a fit for this position, we know that you are interested in more details. Read on!
As a Client Service Associate you can expect to:
▪ Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act.
▪ Stay apprised of client meetings and ongoing activities, keeping up to date on the advisors’ priorities and
projects, goals, and timelines.
▪ Coordinate the advisors’ calendar availability; appropriately blocking time and coordinating commitments
with the team.
▪ Critical thinking and approaches in day-to-day client needs and communicate with advisors when
appropriate.
▪ Service client accounts/portfolios, both in person, over the phone, and behind the scenes.
▪ Answer incoming phone calls in a professional manner
▪ Add new households and track referrals in CRM
▪ Create and distribute general and individual informational mailings to clients
▪ Process client paperwork, including new account, power of attorney, and beneficiary changes
▪ Update contact management system
▪ Scan documents and electronically file client statements, correspondence, agreements, and so forth
▪ Anticipate advisors’ needs and handle them proactively
▪ Schedule client meetings, annual reviews, and make pre-meeting confirmations calls
▪ Schedule initial consultation meetings, send introduction emails, and perform necessary follow up
▪ Maintain office supplies
▪ Support marketing initiatives and social media efforts on an as-needed project basis
Qualifications for this role include:
o Minimum of three years of experience in an administrative role in the financial services industry
o Minimum of three years of experience in a client-facing role is required
o Excellent communication and relationship management skills
o Strong computer desktop skills are required: Microsoft Office Suite (Excel, Outlook, Word, etc.),
o Superior organizational skills
o Technology-forward and internet savvy
o Ability to adapt in a fast-paced environment
o High attention to detail and efficiency; able to multitask, manage multiple projects at once
o Ability to learn quickly
Get in touch today so that we can get to know you!
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what we offer and see if it might be an attractive fit for both of us and you. We look forward to meeting you!
#ZR
Location: Newburyport, MA (in-office with possible hybrid after 6 months)
Salary = $70,000 to $80,000
MUST HAVE EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY
The best and brightest always have choices in the wealth management arena. Working with our firm is an
investment in your future that will reap rewards for years to come. We are a close, tightly knit team that works collaboratively to bring their values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients so that, no matter whom we work with, clients know that they are receiving the firm’s utmost attention.
Sound appealing? We are building a team with people who share our vision and want to add value to our clients.
We would like you to think of how we can do things better, make an impact, and continue to grow. This is an
exciting opportunity to welcome a Client Service Associate to the team who will support the firm’s lead advisors.
The attributes that we are looking for in a teammate include:
● Insistent attention to detail
● Passionately committed to serving and caring for other people
● Energy and enthusiasm
● Commitment to exceeding client expectations
● Flexibility and openness to step in and do whatever is needed to support the team
● Interest in working on varied assignments with people across the firm
● Strong communication and interpersonal skills, showing an ability to connect with others and build
relationships within the firm and across our client base
● Ability to anticipate the needs of the advisors and the team overall
● Self-directed time management and prioritization capabilities and outstanding organizational skills
● Ability to self-start, take initiative, and be proactive
● Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
● Poise and maturity, especially in stressful situations
● Superior organizational skills
● Ability to multitask and manage multiple projects at once with efficiency and accuracy
● Team player with strong desire to be a long-term contributing member of the team
● Able to handle multiple projects simultaneously
● Operates successfully under deadlines
● Able to take direction while knowing when to take the ball and run with it
If you are a fit for this position, we know that you are interested in more details. Read on!
As a Client Service Associate you can expect to:
▪ Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act.
▪ Stay apprised of client meetings and ongoing activities, keeping up to date on the advisors’ priorities and
projects, goals, and timelines.
▪ Coordinate the advisors’ calendar availability; appropriately blocking time and coordinating commitments
with the team.
▪ Critical thinking and approaches in day-to-day client needs and communicate with advisors when
appropriate.
▪ Service client accounts/portfolios, both in person, over the phone, and behind the scenes.
▪ Answer incoming phone calls in a professional manner
▪ Add new households and track referrals in CRM
▪ Create and distribute general and individual informational mailings to clients
▪ Process client paperwork, including new account, power of attorney, and beneficiary changes
▪ Update contact management system
▪ Scan documents and electronically file client statements, correspondence, agreements, and so forth
▪ Anticipate advisors’ needs and handle them proactively
▪ Schedule client meetings, annual reviews, and make pre-meeting confirmations calls
▪ Schedule initial consultation meetings, send introduction emails, and perform necessary follow up
▪ Maintain office supplies
▪ Support marketing initiatives and social media efforts on an as-needed project basis
Qualifications for this role include:
o Minimum of three years of experience in an administrative role in the financial services industry
o Minimum of three years of experience in a client-facing role is required
o Excellent communication and relationship management skills
o Strong computer desktop skills are required: Microsoft Office Suite (Excel, Outlook, Word, etc.),
o Superior organizational skills
o Technology-forward and internet savvy
o Ability to adapt in a fast-paced environment
o High attention to detail and efficiency; able to multitask, manage multiple projects at once
o Ability to learn quickly
Get in touch today so that we can get to know you!
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what we offer and see if it might be an attractive fit for both of us and you. We look forward to meeting you!
#ZR
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