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