About this opportunity
Associate Staffing lists this Client Service Associate opportunity in peabody, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
3 days ago Be among the first 25 applicants
This range is provided by Associate Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$27.00/hr - $27.00/hr
The Company
A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.
What You Will Be Doing
The primary role of the Client Service Associate is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks.
Qualifications
Organized with a strong attention to detail and problem-solving abilities
Effective oral and written communication; able to explain complex information clearly and simply
Time management skills with the ability to handle multiple projects and deadlines
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
Ability to analyze and research information
Self-motivated, driven and takes initiative
Prior customer service experience (financial services background preferred)
Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications
Series 7 and 66 licenses preferred
Equal Opportunity Employer
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.
Seniority level
Seniority level
Entry level
Employment type
Employment type
Contract
Job function
Job function
Other
Industries
Staffing and Recruiting
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Worksite address
peabody, MA, 01960, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.