What are the responsibilities and job description for the Client Services Associate position at Boly:Welch?
Job Number: 15983
Salary: $65K-$75K DOE
Industry: Financial Services
Must Haves
Have you been eagerly looking to incorporate your client service experience in your next role? Check out this Client Services Associate role!
Your efficacious interpersonal abilities will be key as you’ll serve as the point of contact for clients, promptly responding to all inquiries, and managing requests in Salesforce to maintain seamless support. A sociable personability would thrive in this role as you’ll facilitate client transactions and collaborate with colleagues.
You’ll stand out among other applicants if you are tech savvy and have a sharp eye for details. Additionally, you’ll be responsible for maintaining accurate and compliant records to fulfill internal policies, and for providing thoughtful administrative support around the office by preparing, digitizing, and updating documents.
This is an on-site role with potential for a hybrid schedule.
Your New Organization
This local B Corp investment firm values collaboration, innovation, and the client experience above all else. Here, you’ll find a small team of professionals who are focused on the big picture and thrive on clear communication and acknowledge the importance of life outside the office.
contributions, PTO, paid holidays, sick leave, and a 401(k) plus 6% match. They also have perks such as commuter reimbursement, charitable giving matching, and company volunteer events!
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
Interested in seeing more positions like this? Click here .
#MID0622
#ENT0622
Salary: $65K-$75K DOE
Industry: Financial Services
Must Haves
- Associate’s degree or some college coursework; Bachelor’s degree preferred
- 2 years in client service or customer-facing roles in financial services or legal settings
- Proficiency with Microsoft Excel and Adobe Acrobat
- Experience with Microsoft SharePoint, Teams, and Outlook preferred
- Experience with Salesforce, Schwab Advisor Center, and DocuSign preferred
Have you been eagerly looking to incorporate your client service experience in your next role? Check out this Client Services Associate role!
Your efficacious interpersonal abilities will be key as you’ll serve as the point of contact for clients, promptly responding to all inquiries, and managing requests in Salesforce to maintain seamless support. A sociable personability would thrive in this role as you’ll facilitate client transactions and collaborate with colleagues.
You’ll stand out among other applicants if you are tech savvy and have a sharp eye for details. Additionally, you’ll be responsible for maintaining accurate and compliant records to fulfill internal policies, and for providing thoughtful administrative support around the office by preparing, digitizing, and updating documents.
This is an on-site role with potential for a hybrid schedule.
Your New Organization
This local B Corp investment firm values collaboration, innovation, and the client experience above all else. Here, you’ll find a small team of professionals who are focused on the big picture and thrive on clear communication and acknowledge the importance of life outside the office.
contributions, PTO, paid holidays, sick leave, and a 401(k) plus 6% match. They also have perks such as commuter reimbursement, charitable giving matching, and company volunteer events!
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
Interested in seeing more positions like this? Click here .
#MID0622
#ENT0622
Salary : $65,000 - $75,000
