Client Services Specialist - Financial Services (Hybrid)

Beacon Hill Staffing Group; Boston (MA); Hybrid; USD 81.000 - 99.000; Vollzeit

Benefits dieser Stelle

Paid overtime

Comprehensive benefits

Professional development opportunities

Supportive team environment

Zusammenfassung

Beacon Hill Staffing Group in Boston is seeking a Client Services Associate to provide high-touch support to clients and senior team members. The role blends client service, account coordination, operational support, and project work.

The ideal candidate brings 3+ years of financial services experience, excellent organization and communication, and strong Excel/MS Office skills. The hybrid position offers career growth and a strong benefits package.

Qualifikationen

• 3+ years of financial services experience.
• Experience in client service, operations, wealth management, or related setting is preferred.
• Strong communication, organization, and attention to detail.

Aufgaben

• Coordinating ongoing client and account needs.
• Processing and tracking financial and administrative requests.
• Partnering with internal professionals and outside contacts to resolve client matters.
• Maintaining client records and documentation.
• Coordinating meetings and correspondence.
• Managing multiple time-sensitive priorities.
• Supporting research and special projects.
• Providing additional team coverage as needed.

Kenntnisse

3+ years of financial services

Client service

Wealth management exposure

Excel

Microsoft Office

Ausbildung

Bachelor's degree preferred

Tools

Excel

Microsoft Office Suite

Jobbeschreibung

Beacon Hill Staffing Group in Boston is seeking a Client Services Associate to provide high-touch support to clients and senior team members. The role blends client service, account coordination, operational support, and project work.

The ideal candidate brings 3+ years of financial services experience, excellent organization and communication, and strong Excel/MS Office skills. The hybrid position offers career growth and a strong benefits package.