Customer Service AssociateExecutive Assistant
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Job Location:
Wayland, MI - USA
Monthly Salary:
Not Disclosed
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Job Summary
Customer Service Associate/Executive Assistant
Wayland MA
Wayland MA
We are expanding our team and hiring a Client Relationship Manager. This position is crucial in supporting the advisory team and the clients including facilitating and maintaining ongoing client support answering general inquiries handling various client matters researching and resolving client service issues preparing required documents marketing efforts and administrative tasks.
Responsibilities
Serve as a primary point of contact for clients - building trust answering questions and proactively deepening relationships.
Support advisors in delivering comprehensive financial planning and investment solutions.
Prepare and manage account paperwork including new account openings transfers and asset movement.
Assist clients with service requests such as distributions beneficiary changes and account maintenance.
Coordinate and participate in client meetings - preparing materials documenting key takeaways and ensuring timely follow-up.
Maintain accurate and up-to-date client records in the CRM and ensure seamless communication between clients and the advisory team.
Partner with custodians broker/dealers and product providers to support client needs and resolve service issues.
Contribute to business development initiatives - assisting with prospect follow-up onboarding and ongoing relationship nurturing.
Collaborate on special projects marketing efforts and client events that enhance the client experience.
Begin providing advice under supervision (especially if pursuing CFP or other licenses).
Serve as a primary point of contact for clients - building trust answering questions and proactively deepening relationships.
Support advisors in delivering comprehensive financial planning and investment solutions.
Prepare and manage account paperwork including new account openings transfers and asset movement.
Assist clients with service requests such as distributions beneficiary changes and account maintenance.
Coordinate and participate in client meetings - preparing materials documenting key takeaways and ensuring timely follow-up.
Maintain accurate and up-to-date client records in the CRM and ensure seamless communication between clients and the advisory team.
Partner with custodians broker/dealers and product providers to support client needs and resolve service issues.
Contribute to business development initiatives - assisting with prospect follow-up onboarding and ongoing relationship nurturing.
Collaborate on special projects marketing efforts and client events that enhance the client experience.
Begin providing advice under supervision (especially if pursuing CFP or other licenses).
Qualifications
Bachelors degree in finance business economics or a related field preferred.
2 years of experience in wealth management financial planning or client service within a financial advisory or investment firm.
Series 65 or 66 required or strongly preferred; SIE Series 7 or 63 are a plus.
Proven ability to build and maintain trusted client relationships with excellent verbal and written communication skills.
Key Skills
- Catering
- Asset
- Corporate Finance
- Environmental Science
- Linux Administration
