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Client Services Associate

Company: Beacon Hill
Location: Boston
Posted on: May 12, 2024

Job Description:

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Our client, an investment firm in Boston, MA, is seeking a Client Services Associate to join their team for 6+ months. This role is compensating $24 an hour and they are looking to fill it as soon as possible. Qualified and interested candidates are encouraged to apply today for immediate consideration.


  • Support the Client Services team to manage the content creation process via project management of partner teams, ensuring that all are working to correct deadlines, and data and brand parameters.
  • Works in close coordination with the team to build confidence in how to influence decisions of senior leadership, directors, and business partners, in accordance with business and compliance rules.
  • Work with automated systems to autonomously pull together materials, understanding and applying business and compliance rules as required.
  • Support the team to create customized sales and marketing presentations for full spectrum of investment based on knowledge of the product(s), benchmark, and other data. Create ad hoc materials to enhance sales process.
  • Develops the ability to field inquiries from the team to properly assess their needs and direct them to a solution. To determine the urgency of the request and to determine which information is appropriate to send to the sales prospect or client. Ensure satisfaction with service level received.
  • Utilize the CRM database as a central resource to maintain and track all appropriate contacts and activities within assigned territory. Generate regular and custom reports as necessary.
  • Works with specialists to develop, communicate, and implement workflow procedures relative to sales and relationship management functions. Communicate issues or trends to the manager relative to workflow, operational, or compliance issues that arise in course of job responsibilities.
  • Support the specialists to control all aspects of external events and industry conferences. Support the team with event planning and external vendors working within department budget.
  • Provides support to manage the coordination and production of all materials. Coordinate regular and specialized mailings to established contact lists. Provides when required customized lists for targeted and time sensitive communications. Qualifications:
    • 0-1+ years of experience in relevant industry preferred.
    • Ability to work independently, with minimal direction, and meet deadlines.
    • Strong written and verbal communication skills.
    • Proven ability to organize and coordinate multiple projects simultaneously with great attention to detail.
    • Ability to work effectively in a team-oriented environment.

      To Apply for this Job Click Here

Keywords: Beacon Hill, Boston , Client Services Associate, Other , Boston, Massachusetts

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