Client Service Associate (Hybrid)

NFP Corp • Norwell, MA

3d • Hybrid

About The Position

The Client Services Associate is responsible for maintaining the accuracy and integrity of client account data and providing ongoing support to advisory staff on data-related matters. The candidate selected will be required to attend the office 5x per week.

Requirements

• Continuously exhibits personal integrity and professional initiative.
• Reliable, follows through on commitments, does not shrink from new challenges.
• Proficiency in Microsoft Office.
• Must be organized, detail-oriented and able to manage and prioritize tasks.
• Demonstrates a commitment to accuracy by delivering high quality work.
• Excellent written and verbal communication.
• Collaborative and able to work effectively with others.
• Flexible team player who is highly adaptable to change and open to new ideas.
• Demonstrated ability to work successfully in an entrepreneurial, small company environment.

Nice To Haves

• Bachelor's degree preferred.
• 1-3 years prior experience, preferably within financial services

Responsibilities

• Performs administrative duties including data consistency, fielding phone calls, reviewing incoming mail, filing, and greeting clients.
• Conduct daily transaction uploads/downloads for all systems.
• Process new account openings in the system for new or existing clients.
• Resolve any data maintenance/client account issues as needed.
• Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, dividend option changes and fund allocation changes.
• Provide the advisor with materials for upcoming meetings.
• Maintain the firm's file sharing/document storage website to keep clients’ files up-to-date.
• Print, package, stamp, and ship client materials and checks.
• Assist with special projects as required.
• Takes a proactive lead on conserving the Relationship Manager’s existing block of business by scheduling meetings, monthly client check-in calls, tracking all rollovers, and keeping the client updated on money in movement.
• Keeping the Advisor informed of problematic cases.
• Ensures data accuracy in company records by regularly and maintaining client files according to company compliant procedures.
• Daily check-in with the Advisor on all outstanding activities.

Benefits

• competitive salary
• PTO & paid holidays
• 401(k) with match
• exclusive discount programs
• health & wellness programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level