Client Service Associate

Associate Staffing

Peabody (MA)

On-site

USD 37,195

Part time

14 days+

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Job summary

A leading staffing firm is seeking a Client Service Associate in Peabody, Massachusetts, to provide essential administrative support to financial advisors. This entry-level role emphasizes strong organizational and communication skills, with a focus on building relationships. Candidates should have prior customer service experience and proficiency in Microsoft Office. This is a contract position with a pay rate of $27.00 per hour.

Qualifications

Detail-oriented with strong problem-solving abilities.
Ability to explain complex information clearly.
Able to handle multiple projects and deadlines.

Responsibilities

Provide administrative support to advisors.
Assist with daily, monthly, and annual tasks.

Skills

Organizational skills

Effective communication

Time management

Interpersonal skills

Analytical skills

Self-motivated

Prior customer service experience

Proficiency in Microsoft Office

Tools

CRM applications

Job description

3 days ago Be among the first 25 applicants

This range is provided by Associate Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$27.00/hr - $27.00/hr

The Company

A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.

What You Will Be Doing

The primary role of the Client Service Associate is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks.

Qualifications

Organized with a strong attention to detail and problem-solving abilities
Effective oral and written communication; able to explain complex information clearly and simply
Time management skills with the ability to handle multiple projects and deadlines
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
Ability to analyze and research information
Self-motivated, driven and takes initiative
Prior customer service experience (financial services background preferred)
Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications
Series 7 and 66 licenses preferred

Equal Opportunity Employer

Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.

Seniority level