Client Service Associate- Assisting a FA
Bay Shore Staffing
Job Order #: 16783911
Chelmsford, MA 01824
Full Time
40 hours per week
POSTED 5/11/2022
EXPIRES 8/30/2022
Job Description
Client Service Associate- Assisting a FA
$55-58k
Chelmsford Office
Employee: 40 hours per week
Marketing/ Sales/ Accounting/ Administration Associate position
Should have similar experience, this is not an entry level position.
Microsoft Suuite- Word, Excel, Powepoint and Outlook
Position could be flexible with some remote work after probation period.
Client Service Responsibilities Daily/Frequent
Answer client questions via phone and email (not a receptionist
position)
Other Client service that does not need to be handled by the advisor
(simple fund requests, clients looking for status of fund requests or
transfers, questions about deposits/payees, paperwork questions,
beneficiary and address changes, etc).
Meeting Prep Weekly
Prepare/print documents in advance of Advisor's meeting
Check status pending actions and next steps
Meeting Follow Up Daily/Frequent
Notes via voice dictation formatted into letter and copied into
CRM, or Advisor-generated letter copied into CRM
Complete/Scan/Process completed paperwork
Letter mailed/emailed/uploaded to client
Advisor-directed follow up actions created in CRM for appropriate
McNamara staff (details pulled from voice dictation or advisor's letter)
Various other follow up tasks as needed
Update CRM with appropriate Annual Review and Bene Review
Complete tasks and meeting FU in a timely manner
Complete/Process client paperwork Daily/Frequent
Open/Close accounts, Process Transfer forms, Deposit Checks, ACH
Funds, Assist client with paperwork
Track paperwork, transfers, deposits, and withdrawals
Advisor Accountability Frequent/Most important
Does advisor have past due actions
Has advisor responded to all pending client issues
Are there any tasks advisor is handling that could be handled by this
associate?
Meet with advisor routinely/weekly to make sure he is on task
Other
New client Meeting Prep (printing of marketing and compliance
materials to be provided to new potential client)
Email Resume with similar experience to: Marianne.Segool@MassHireLowellCC.com
How To Apply
Email Resume with similar experience to: Marianne.Segool@MassHireLowellCC.com
Address
Chelmsford, MA
Chelmsford, MA 01824
Get Directions
Shift
First
Not Specified
Per Diem Position
Not Specified
Pay
$55,000.00 - $58,000.00 per year
Name
Masshire Lowell Career Center
Address
107 Meriimack Street
Chelmsford, MA 01824
Website