What are the responsibilities and job description for the Client Services Associate position at Atlantic Planning Group, LLC?
Company Description
Atlantic Planning Group, LLC, located in Waltham, MA, has over two decades of experience in wealth management, offering custom-made financial plans and solutions for high net worth clients and business owners. Our approach provides clarity and knowledge for confident financial decision-making in today's dynamic landscape.
Role Description
This is a full-time role as a Client Services Associate at Atlantic Planning Group, LLC. The role involves providing client services and support, communicating effectively with clients, and delivering exceptional customer service. The position is primarily based in Waltham, MA, with flexibility for remote work.
Qualifications
- Client Services, Customer Support, and Communication skills
- Strong background in Customer Service and Finance
- Excellent interpersonal and problem-solving skills
- Ability to work independently and in a team
- Detail-oriented with good organizational skills
- Experience in the wealth management or financial services industry is a plus
- Bachelor's degree in Finance, Business, or related field