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