Client Account Representative

Our client, a financial planning company headquartered in the North Shore, needs to add multiple Client Account Representatives to their team in Beverly, MA! They are looking for people to build strong team relationships while working with clients, advisors, and accountants. As a Client Account Representative, you will be the main point of contact for assigned accounts, handling any customer service issues, questions, or concerns. This role requires strong Excel skills, excellent communication abilities, and a positive attitude. The company is rapidly growing in this market and are excited to expand. Anyone with who is tech savvy with solid customer service will be a great fit!

Highlights

• 100% onsite (no flexibility)
• $22-26/hour
• Contract to Hire
  
  

Responsibilities:

• Serve as the primary point of contact for assigned accounts
• Collect, review, and reconcile assets and census data for accuracy
• Collaborate with clients, advisors, recordkeepers, and payroll companies to obtain year-end data
• Perform trust accounting and ongoing administration
• Respond to customer inquiries via phone and email promptly
• Prepare and file forms 5500s, extensions, and related schedules
• Assist in special projects and perform other related tasks as required
  
  

Qualifications

• Proficiency in Office 365, including Word, Excel (especially formulas), and Outlook
• Strong written and oral communication skills
• Excellent attention to detail
• Some customer service experience
• Team player with a positive attitude
• Background check required (can start pending results)
  
  

If you or someone in your network is interested in this opportunity, please send your resume to kholland@naglergroup.com for immediate consideration!

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