Boston Wealth Management, LLC is a growing financial services firm looking to hire an individual eager to work in a fast-paced and friendly environment helping our clients achieve business and personal financial goals.

Position Summary

• The Client Service Associate will help to facilitate office communication and activities on a day-to-day basis. This individual will assist office staff and Financial Advisors in supporting clients while complying with firm and regulatory expectations. This is an in-person position only, Monday - Friday.
  
  Responsibilities & Qualifications
  
  Responsibilities:
  
• Answer incoming calls in a professional manner
• Process client requests and follow up to ensure completion
• Schedule client calls and meetings
• Review and organize team schedules via RedTail calendar daily
• Process checks in a timely manner
• File documents
• Order office supplies
• Process incoming/outgoing mail
• Welcome clients at time of appointments, establish and build relationships
• Complete required paperwork to facilitate business
• Assist with various needs of office staff and Financial Advisors
  
  

  Qualifications:

• Strong organizational skills, efficiency, and punctuality a must

•  Comfortable in a demanding environment

• Ability to multitask is necessary

•  Proficient in Microsoft Office (Word, Excel, PowerPoint)

•  Experience using a CRM system (Redtail a plus)

•  Familiar with a paperless office environment

• Three years of related work experience preferred

• A background in Property and Casualty Insurance a plus.
  
  Compensation & Benefits
  
  

  The Client Service Associate’s salary is commensurate with experience and will be consistent with industry salary surveys within our competitive marketplace. 
  
  Job Type: Full-time
  Salary: $55,000.00 - $65,000.00 per year

  BWM provides a company 401k plan with employer contributions and paid time off.
  
  
  

If interested, please contact Christine Theroux, fill out the form below and attach your resume details to the "How can we help you?" section.

phone: 508.276.1098 (ext. 26)

email: ctheroux@bostonwealthmgt.com