Client Experience Specialist — Financial Planning

G9 Financial; Millbury (MA); On-site; USD 40,000 - 55,000; Full time

Job summary

G9 Financial in Millbury, MA is seeking a Client Services Associate to support advisors and clients in daily operations. This full-time, on-site role handles inquiries, schedules appointments, processes account paperwork, and maintains accurate records.

You will greet clients, manage phone and email communication, and coordinate with back-office partners to resolve service issues and support the delivery of financial plans.

Qualifications

• Strong client services and customer service skills.
• Effective communication, including clear verbal and written skills.
• Customer support experience, issue resolution, timely follow-up.
• Foundational finance knowledge or interest; learn firm processes.
• Experience in client-facing or administrative role; proficiency with Office and CRM.

Responsibilities

• Handle client inquiries, schedule appointments, prepare and process account paperwork, and maintain client records.
• Greet clients in the office and provide a professional, welcoming experience.
• Coordinate with advisors and back-office partners to resolve service issues and support financial plans.

Skills

Client Services

Communication

Customer Support

Finance Knowledge

Education

High School Diploma

Associate/Bachelor's in Business/Finance

Tools

Microsoft Office

CRM systems

Job description

G9 Financial in Millbury, MA is seeking a Client Services Associate to support advisors and clients in daily operations. This full-time, on-site role handles inquiries, schedules appointments, processes account paperwork, and maintains accurate records.

You will greet clients, manage phone and email communication, and coordinate with back-office partners to resolve service issues and support the delivery of financial plans.