Client Service Associate

OM Financial Group, a fast-paced, rapidly growing financial services firm located in Boston is looking for a Client Service Associate to join our team. Candidates are expected to possess a high-level of communication skills, a flexible attitude, be team oriented, and willing to take ownership of their responsibilities. The candidate will provide administrative and operations support for multiple advisors at the firm. This will be an in-person role based out of our Boston office.

Responsibilities Include:

• In collaboration with multiple Financial Advisors, lead all operational aspects of the client experience, including preparing administrative paperwork, assisting in processing financial transactions, document requests, data management, on-going assistance of client accounts, as well as, ad-hoc projects while collaborating with multiple departments and carriers to ensure the progression of sales
• Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving in a timely and professional manner
• Prepare and follow-up on required client paperwork, financial applications, and transactions
• Act as primary contact for day-to-day client service needs and independently resolve service requests
• Prepare materials for client meetings, including presentations, analysis, and reports
• Develop and maintain positive working relationships with other internal departments, as well as, outside service professionals such financial advisors, attorneys, and product carrier’s relationship managers
• Utilize CRM and other platforms to track client interactions and maintain accurate records.
• Collaborate with internal teams to ensure client needs are met and expectations are exceeded

Qualifications

• Bachelor’s degree, preferably in Finance, Accounting, or a related field
• Ability to work a flexible schedule, including Mountain or Pacific business hours at times
• Advanced Proficiency with MS Office, especially PowerPoint and Excel
• Outstanding written and verbal communication skills
• Excellent customer service skills and prior experience in Client Services
• 1 – 3 years of relevant work experience
• Ability to maintain highest level of professionalism
• Excellent organizational, interpersonal and time management skills.
• Ability to work in a team environment with a positive and professional attitude

Preferred Skills

• Prior experience as a Client Service Associate or in Operations in the Financial Services industry
• Experience with CRMs and financial planning software

Please submit resumes in PDF format.

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance
• Volunteer time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Commute:

• Boston, MA 02109 (Required)

Work Location: In person

Salary : $60,000