Client Services Specialist for Financial Advisors

Cetera Financial Group; Woburn (MA); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Competitive bonus

Job summary

Cetera Financial Group in Woburn, MA seeks an entry-level Administrative Assistant to support Financial Advisors in daily practice. You will handle client communications, paperwork, scheduling, and materials for meetings, while assisting with presentations and client services.

Ideal candidates have strong time management, excellent written and verbal communication, and proficiency with Microsoft Office. Base salary is complemented by a performance-based bonus and growth path within Cetera.

Qualifications

• Requires high school diploma or GED.
• Experience in administrative or customer service roles.
• Strong time management and communication skills.

Responsibilities

• Serve as liaison between advisors and clients.
• Answer phones, schedule appointments, prepare meeting materials.
• Assist with client illustrations, graphs, reports for presentations.
• Prepare client paperwork and follow up tasks.
• Maintain client records and ensure timely service delivery.
• Support Advisors with business plan tasks and client communications.

Skills

Time management

Written and verbal communication

Administrative support

Education

High School Diploma or GED

Bachelor’s degree in Finance, Business, Marketing, or Communications

Tools

Microsoft Office (Word, Excel, PowerPoint)

Job description

Cetera Financial Group in Woburn, MA seeks an entry-level Administrative Assistant to support Financial Advisors in daily practice. You will handle client communications, paperwork, scheduling, and materials for meetings, while assisting with presentations and client services.

Ideal candidates have strong time management, excellent written and verbal communication, and proficiency with Microsoft Office. Base salary is complemented by a performance-based bonus and growth path within Cetera.