Client Service Associate

Company: Aston Carter
Location: Boston
Posted on: March 21, 2023

Job Description:

Hiring a Client Service Associate in Boston, MA.6-month ContractPay: $19-20/hr.Description:Associate, Client Services We are looking for people with a passion for helping clients . The successful candidate will serve as a vital member of the Client Services team, assisting the Client Portfolio Managers. Through experience, investment knowledge, and professional development, the entire team strives to provide our clients with a golden advisory relationship experience. Client Service Associate Responsibilities: --- Execute a wide variety of client service processes including account opening, funding, and maintenance, third party advisor support, etc. --- Develop a strong working relationship with designated Investment Professional(s) and their clients. --- Field client calls, handling client questions at the point of contact where applicable, and transferring incoming calls when needed. --- Maintain client service processes according to established compliance and risk requirements. --- Manage contact databases, creating and updating prospect/client information --- Maintain account and security restrictions in key ThomasPartners databases --- Assist in the quarter-end reporting, and preparation of client meeting materials --- Assist in the preparation of marketing materials --- Liaison with operations and trading to effectively disseminate information --- Assist with Word, Excel and PowerPoint documents Technical/FunctionalAdditional Skills & Qualifications:Qualifications The candidate must have very strong communication skills, impeccable attention to detail, a positive attitude, self-initiator, professionalism, incredible follow-through, a great work ethic and the ability to work on multiple projects and prioritize with ease. --- Passion for service and finance with strong client-focus and the ability to provide a superior level of service --- Aptitude for complex problem solving --- Ability to handle multiple tasks at once while maintaining optimism and precision --- Good analytical skills with a superior level of attention to detail in order to adhere to policies, procedures and guidelines--- Collaborative and relational work style with proven success in a team environment --- Excellent communication and interpersonal skills, especially the ability to listen to clients, understand their needs, and to explain complicated subjects NICE to have:--- A savvy user of Salesforce (or other CRM system), Excel, Word, PowerPoint, Microsoft Outlook --- Portfolio accounting software knowledge preferred. --- College degree - BA/BS --- 3+ years of experience in the financial services industry. --- Desire for growth opportunities and ongoing training About Aston Carter: Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you. At Aston Carter, we're dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions - from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless. Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients' capabilities by seeking solvers and delivering solutions to address today's workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit . Aston Carter is a company within Allegis Group, a global leader in talent solutions. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call or email for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.

Keywords: Aston Carter, Boston , Client Service Associate, Other , Boston, Massachusetts