Client Services/new Business Coordinator - Wakefield, United States - Baystate Financial

Baystate Financial
Baystate Financial
Verified Company
Wakefield, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Client Services/New Business Coordinator
Financial Services firm seeks full time Client Services/New Business Coordinator in our
Wakefield, MA office location. Business hours are Monday through Friday, 8:00am - 5:00 pm. Upon completion of training there will be opportunity for hybrid work if desired.

Qualifications include superior verbal and written communication skills as well as a professional phone presence. Applicant must possess strong time management skills with the capacity to prioritize business needs.

Familiarity with business technology tools such as Microsoft Office Suite, Advisor360, as well as the ability to quickly gain working knowledge of job-specific technology tools is a priority.

Solid attention to detail and innate organizational skills are required to successfully navigate a large volume of incoming information and maintaining integrity of sensitive client data.


Primary responsibilities of this role include:

  • Manage general client service requests
  • Assisting in preparation of client presentations
  • Documenting activity in firm CRM system
  • Maintaining uptodate client records in CRM system
Equal Opportunity and Affirmative Action Employer


Pay:
$50, $55,000.00 per year


Benefits:


  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • Monday to Friday

Education:


  • Bachelor's (required)

Experience:


  • Financial services: 2 years (preferred)

Ability to Relocate:

  • Wakefield, MA: Relocate before starting work (required)

Work Location:
In person
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