A leading financial services firm seeks a Service Associate in Boston, MA to perform operational support and management functions. Responsibilities include document management, money movement, and client service tasks. The ideal candidate should have a high school diploma, strong computer skills, and exceptional organizational abilities. This position offers a dynamic work environment with opportunities for professional growth and a comprehensive benefits package.
Qualifications
Strong interpersonal and client service skills.
Ability to work in a fast-paced, evolving environment.
Willingness to obtain necessary licenses.
Responsibilities
Manage documents and oversee incoming and outgoing mail.
Perform basic money movement functions.
Support audit preparedness through ongoing monitoring.
Skills
Strong computer skills
Exceptional writing skills
Detail oriented
Team player
Ability to prioritize tasks
Education
High School Diploma/Equivalency
College degree preferred
Tools
Microsoft Office products
Job description
A leading financial services firm seeks a Service Associate in Boston, MA to perform operational support and management functions. Responsibilities include document management, money movement, and client service tasks. The ideal candidate should have a high school diploma, strong computer skills, and exceptional organizational abilities. This position offers a dynamic work environment with opportunities for professional growth and a comprehensive benefits package.