Client Services Specialist — Hybrid, Growth & Benefits

Beacon Hill Staffing Group; Boston (MA); Ibrido; USD 81.000 - 99.000; Tempo pieno

Vantaggi offerti da questo lavoro

Paid overtime

Robust benefits package

Professional development opportunities

Supportive team environment

Descrizione del lavoro

Beacon Hill Staffing Group is seeking a Client Services Associate to provide high-touch support to clients and senior team members in a hybrid environment. The role combines client service, account coordination, and operational support, requiring 3+ years in financial services and excellent organization and communication skills.

The ideal candidate will handle multiple priorities, coordinate with various stakeholders, and contribute to research and special projects.

Competenze

• 3+ years of financial services experience.
• Strong organization, communication, and follow-through.
• Ability to coordinate across multiple stakeholders and deadlines.

Mansioni

• Coordinate ongoing client and account needs.
• Process and track financial and administrative requests.
• Partner with internal professionals and external contacts to resolve client matters.
• Maintain client records and documentation.
• Coordinate meetings and correspondence.
• Manage multiple time-sensitive priorities.
• Support research and special projects.
• Provide additional team coverage as needed.

Conoscenze

Excel

Microsoft Office

Formazione

Bachelor's degree preferred

Descrizione del lavoro

Beacon Hill Staffing Group is seeking a Client Services Associate to provide high-touch support to clients and senior team members in a hybrid environment. The role combines client service, account coordination, and operational support, requiring 3+ years in financial services and excellent organization and communication skills.

The ideal candidate will handle multiple priorities, coordinate with various stakeholders, and contribute to research and special projects.