Client Services Associate

Client Services Associate

Salary up to 55K

Location: Worcester MA

Summary of responsibilities:

• This position provides administrative support to the senior-level registered and administrative assistants by completing operational functions efficiently.

Principal responsibilities:

• Prepare and send correspondence and new account and service forms to clients.
• Review and process incoming paperwork and correspondence.
• Send documents to broker/dealer or fund companies.
• Follow up on forms sent to broker/dealer or fund companies.
• Document all client related activities in CRM and create follow-up actions to ensure all actions have been completed correctly and in a timely manner.
• Maintain CRM client data and activities.
• Maintain client relationships via email, phone, online and in-person meetings.
• Prepare meeting materials.
• Create and print various reports.
• Upload and file client correspondence and documents.
• Upload and update information from client statements.
• Perform client mailings utilizing mail merge.
• Process and follow up on incoming and outgoing fund transfers via check, journal, EFT, or wire transfer in Wealthscape/ICP.
• Process and follow up on check deposits.
• Prepare Direct Mail and Trade Logs as necessary.
• Review reports for automatic transfers and report issues to administrative team.
• Prepare Retail Marketing Kits.
• Regularly review news items, technology updates, and e-mail communications.
• Attend Retail Client Staff Meetings.
• Make recommendations to systematize and improve office functioning.

• General Office Functions:
• Prepare and mail birthday and holiday cards for retail clients
• Sort and distribute incoming mail
• Answer phones, as needed
• Other tasks, as needed

Required knowledge/skills

• Detail-oriented with strong problem-solving and critical-thinking skills
• Exceptional time-management and organizational skills
• Strong verbal, written, and listening skills
• Competent with technology (MS Office Suite-Word, Excel)
• Ability to operate basic office equipment (copiers, fax machine, postage machine, phone system, etc.)
• 2 years-experience in an administrative role (financial services experience a plus)
• Must have the ability to maintain client confidentiality
• Personal integrity and commitment to excellence
• Willingness to continually learn and improve skills