Client Success & Relationship Specialist

PowerToFly; Boston (MA); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunity for career development

Supportive work environment

Job summary

A leading financial services firm is seeking a Client Relationship Analyst in Boston. The role involves providing exceptional service to clients, supporting financial advisors, and managing administrative tasks. The ideal candidate should possess strong interpersonal and organizational skills and have a willingness to obtain relevant financial certifications. With a focus on client satisfaction and teamwork, this position offers an opportunity to thrive in a fast-paced environment.

Qualifications

• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 certifications.
• Ability to prioritize tasks and manage time effectively.
• Experience in the financial services industry is a plus.

Responsibilities

• Provide exceptional service to clients and support Financial Advisors.
• Assist with client transactions and account inquiries.
• Manage calendars, scheduling meetings, and logistics.
• Educate clients on digital tools and support team marketing strategies.

Skills

Advanced Microsoft Office skills

Exceptional writing skills

Strong time management skills

Detail oriented

Interpersonal skills

Ability to work in a fast-paced environment

Team player

Education

High School Diploma/Equivalency

College degree preferred

Job description

A leading financial services firm is seeking a Client Relationship Analyst in Boston. The role involves providing exceptional service to clients, supporting financial advisors, and managing administrative tasks. The ideal candidate should possess strong interpersonal and organizational skills and have a willingness to obtain relevant financial certifications. With a focus on client satisfaction and teamwork, this position offers an opportunity to thrive in a fast-paced environment.