Massachusetts Licensed Client Service Associate

Job Summary

A company is looking for a Sr. Client Service Associate.

Key Responsibilities

• Manage inbound client calls, schedule appointments, and prepare materials for client meetings
• Maintain client management systems with up-to-date client information and assist with documentation for new business
• Conduct proactive outreach to clients and advisors regarding time-sensitive activities and educate clients on account services

Required Qualifications

• 2+ years of experience working with Financial Advisors and in the brokerage/financial services industry
• Bachelor's degree preferred in Business, Accounting, or Finance
• Series 66 (or Series 63/65) and Series 7 license or ability to obtain within 120 days
• Prior customer service experience in financial services required
• Proficiency in Microsoft Word, Excel, PowerPoint, and CRM applications