What are the responsibilities and job description for the Client Onboarding and Service Specialist position at Harding Financial and Insurance?
We are seeking a Client Onboarding and Client Service Specialist for a growing Financial Planning Firm in Burlington, Massachusetts. Are you in the financial services industry and looking to be a part of a smaller firm with growth opportunities? Then we have the position for you! We are looking for someone who is trustworthy, logical, loyal, and possesses the ability to develop and master proven procedures. Our firm creates strong and appreciative relationships with our clients, and you will provide the foundation for: helping onboard new clients, assisting with the underwriting of insurance, helping maintain detailed information to service our clients, establishing and monitoring our clients’ investments, and working with our team to deliver the best client experience.
You are perfect for this role if you organized and you like working in a high paced, task-oriented environment. You are someone who enjoys interacting with clients and supporting them in their financial journey. And you are someone who likes to work hard, and support our team’s - and ultimately our client’s - successes.
Desired skills and attributes:
-Extremely detail oriented
-Interested in continuing education
-Proficient in MS Word, Excel, and Outlook
-Excellent with customer service skills
-Have a strong work ethic
-Have solid office experience
-Friendly, appreciative, and effective in a team environment
-Financial Services Industry experience is desired
- Insurance and Investment licenses are desired but not necessary (life & health insurance, series 6 and 63)
This is full time position; benefits and retirement plan are available. Please respond and tell us how you could be an asset to our team with a letter about yourself and your resume.
Job Type: Full-time
Pay: $25.00 - $35.00 per hour
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Work from home
Education:
- Associate (Required)
License/Certification:
- Driver's License (Required)
Ability to Relocate:
- Burlington, MA 01803: Relocate before starting work (Required)
Work Location: Hybrid remote in Burlington, MA 01803
Salary : $25 - $35