What are the responsibilities and job description for the Client Services Associate position at Lead Advisor, LLC?
Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.
We are helping our client in Boston, hire a Client Service Associate to help the team run an efficient practice. The associate focuses on successfully supporting the advisor and providing world class service to clients. The right candidate must be able to work in a fast paced environment, have strong attention to detail and be proactive. The ideal candidate will have financial planning and/or insurance experience.
Responsibilities include (but not limited to):
· New Client Onboarding:
- Guides clients through the application and underwriting process to implement insurance and risk management products and services.
- Guide clients through investment account openings and funding
· Triage Existing Client Service and Operations
- Process client service request (e.g. address changes, beneficiary changes etc.).
- Serve as a liaison between corporate offices of carriers and the clients
- Coordinate with Advisor and other team members to ensure prompt follow through and tracking
Other Tasks:
- Interpret data from client conversations to create financial plans, recommendations and proposals
- Manage the CRM system
- Schedule client annual review meetings
- Assist with research and ad hoc projects
Qualifications:
- Bachelors Degree
- 2 years of professional experience
- Preferred if financial services experiences
- Preferred to have Life Insurance and Investment Licenses (or should obtain within the first six months of employment).
Salary: 50-70k
Location: Hybrid- needs to live in Massachusetts
Lead-Advisor, LLC is a Wealth Management Consulting and Search Firm. We help Fortune 500 firms, independent RIAs and solo-practitioners identify talent for their hiring needs. We help wealth management professionals upgrade their careers and find new opportunities. For more resources and information please visit www.lead-advisor.com.
Job Type: Full-time
Pay: $50,000.00 - $70,000.00 per year
Benefits:
- Paid time off
Schedule:
- Monday to Friday
Ability to Relocate:
- Boston, MA: Relocate before starting work (Required)
Work Location: In person
