Client Service Associate

Position: Client Service Associate

Location: 286 Boston Post Road, Wayland, MA 01778
About Boston Wealth Management:
With over two decades of experience, Boston Wealth Management is a trusted provider of personalized comprehensive investment and fiduciary services. Our commitment to exceptional service, client education, and industry excellence sets us apart. We pride ourselves on helping individuals, families, businesses, and nonprofits achieve financial stability and independence.

Why Work Here:
- Opportunity for Growth: Join a dynamic team where your skills and contributions are valued. Boston Wealth Management provides opportunities for professional development and career advancement.
- Positive Work Environment: Be part of a supportive and collaborative work environment where teamwork and mutual respect are fundamental values. We believe in fostering a culture of inclusivity and diversity.
- Meaningful Work: Make a difference in the lives of our clients by helping them achieve their financial goals and secure their future. At Boston Wealth Management, you'll be part of a team that is dedicated to client success.
- Competitive Compensation: We offer competitive salaries and benefits packages, including health insurance, retirement plans, and opportunities for bonuses and incentives.

Responsibilities:
- Answer incoming calls promptly and professionally, ensuring exceptional service delivery.
- Process client requests efficiently and follow up to ensure timely completion.
- Coordinate client calls and meetings, maintaining team schedules using RedTail calendar.
- Manage office tasks including processing checks, filing documents, and ordering office supplies.
- Handle incoming and outgoing mail, ensuring accurate and timely distribution.
- Greet clients warmly during appointments, fostering positive relationships and assisting with necessary paperwork.
- Provide support to office staff and Financial Advisors as needed.
- Service existing Property & Casualty Book of Business, addressing client needs promptly and effectively.
Qualifications:
- Strong multitasking abilities and adaptability to thrive in a fast-paced environment.
- Exceptional organizational skills and efficiency in task management.
- Proficiency in Microsoft Office suite (Word, Excel, PowerPoint) and DropBox.
- Experience with CRM systems, ensuring accurate and up-to-date client information.
- Familiarity with paperless office environments is advantageous.
- Background in Property and Casualty Insurance is a plus.
Compensation: $44,000.00 to $50,000.00 annually