Client Service Specialist – MA

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? Are you driven, self-motivated and customer-focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client support, then we would like to talk to you! Our dynamic, fast-paced financial planning firm in Needham, MA is looking to expand our team. We have the tools, and resources to help you build a great future while sharing your expertise!


This Client Specialist Representative will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for Client appointments. Other daily, weekly, and/or monthly tasks may include:

  • Receive incoming client service calls in a friendly manner
  • Complete each service request and resolve client issues
  • Input notes into CRM and keeps updated records
  • Coordinate and follow up on each client transfer
  • Review application prior to submission
  • Prepare client review summary for upcoming appointments
  • Assist with New Business processing

Requirement for this Position:

  • A team player that must be flexible, enthusiastic and possess an energetic personality
  • Financial Industry experience
  • 4 Year College Degree
  • 2 + years working alongside a Financial Advisor in a fast-paced office environment
  • Insurance licensed desirable
  • Experience with MS Office Suite and the ability to learn new software quickly
  • Strong organizational skills
  • Excellent communication both written and verbal

Employment Type: Full-time

Job Application

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