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Client Service Associate

Boston, MA

Posted: 05/16/2024 Employment Type: Direct Hire Category: Administrative Job Number: a0CUm0000158z9ZMAQ Pay Range: $0 Location Requirements: Onsite Industry: null

Job Description

A distinguished cross-over investment firm in Boston, MA is searching for a dynamic Client Service Associate to provide stellar operational support across the firm s multiple investment products! They are looking for proactive candidates with experience in an administrative or client service-oriented role who are sharp and able to multi-task well in a fast-paced environment! This is a great position for candidates who are personable and enjoy working in a client-facing role where you can build strong relationships with clients, focusing on their satisfaction, retention, and overall growth of the company. This is not a sales role, it s primarily to support client-related tasks to ensure smooth day-to-day operations. The firm has a fantastic start-up culture where everyone is friendly, eats lunch together (lunch is provided daily by the firm), and spends time together outside of work. You will have the opportunity to learn a lot from this role, build great relationships, receive a great benefits package and so much!

Client Service Associate Requirements:
  • 1-3 years of experience in an administrative or client service role
  • Bachelor s Degree or Associate Degree required
  • Proficiency in Microsoft Office (Word, Excel), Outlook, Zoom, and Teams
  • Familiarity with CRM systems, DocuSign, and Adobe is essential
  • Dynamo experience is preferred
  • Financial services background and startup environment experience is a plus
  • Excellent multitasking and organizational skills to handle a high volume of work
  • Self-starter who is friendly and client-facing with excellent follow-up skills
  • Detail-oriented with strong problem-solving skills and the ability to anticipate client needs proactively

Client Service Associate Responsibilities:
  • Support day-to-day operations including managing investments, handling 270 clients and over 1000 contacts, and planning client events
  • Ensure accurate updating of CRM, run internal reports, and respond to investor requests
  • Assist with onboarding new clients and updating existing accounts
  • Coordinate with internal and external teams to maintain organized client records
  • Assist in producing investor report summaries and coordinating monthly/quarterly materials for internal management

  • 100% Medical, Dental and Vision coverage for employees
  • Unlimited PTO
  • HSA contributions
  • Tax advisory services
  • Opportunities for growth
  • Start-up culture with flexibility in day-to-day activities, encouraging creativity in work flows
  • Daily lunches provided
  • Fully onsite with flexibility for occasional remote work as needed

If you are sharp, friendly and passionate about providing top-notch service to clients, apply now!

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About Boston, MA

Ready to take your career to new heights? Explore our job opportunities in the vibrant Boston, Massachusetts area! Known for its rich history, world-class universities, and thriving tech and healthcare sectors, Boston offers a unique blend of opportunity and charm. Imagine working near iconic landmarks like the Freedom Trail, indulging in delicious clam chowder, catching a show at the Boston Opera House, or cheering on the beloved Red Sox at Fenway Park. With renowned art galleries, theaters, and the stunning Boston Common right at your doorstep, there’s no shortage of ways to enjoy work-life balance in this dynamic city. Discover your next career move in Boston today!
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