Client Relationship Support Specialist

PowerToFly; Worcester (MA); On-site; USD 20,664 - 59,608; Full time

Job summary

A financial services firm is seeking a Client Relationship Analyst in Worcester, MA. The role requires exceptional organizational and interpersonal skills to support Financial Advisors and clients in various capacities, including managing communications and assisting with account details. Candidates should have a High School diploma, advanced Microsoft Office skills, and a willingness to obtain required licenses. This position offers a competitive hourly pay rate ranging from $15 to $43.27, depending on experience.

Qualifications

• High School diploma required; college degree preferred.
• Willingness to obtain specific series licenses (Series 7 and others).
• Industry experience is a plus.

Responsibilities

• Provide support to Financial Advisors and clients.
• Assist with data entry and document preparation.
• Manage inbound and outbound communications.
• Support calendar and travel management.

Skills

Detail oriented

Advanced Microsoft Office skills

Exceptional writing skills

Strong time management skills

Team player

Adaptable

Self-motivated

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

A financial services firm is seeking a Client Relationship Analyst in Worcester, MA. The role requires exceptional organizational and interpersonal skills to support Financial Advisors and clients in various capacities, including managing communications and assisting with account details. Candidates should have a High School diploma, advanced Microsoft Office skills, and a willingness to obtain required licenses. This position offers a competitive hourly pay rate ranging from $15 to $43.27, depending on experience.