Client Service Associate Armstrong Advisory Group Needham, MA Job Details Full-time $60,000 - $70,000 a year 6 hours ago Benefits Health insurance Dental insurance 401(k) Flexible spending account Tuition reimbursement Paid time off Parental leave Vision insurance 401(k) matching Life insurance Qualifications Interpersonal skills Writing skills Bachelor's degree Attention to detail Sales management systems proficiency Financial services CRM system proficiency Productivity software Associate's degree Full Job Description Growing financial advisory practice seeks an energetic, organized and financially minded individual with a high level of professionalism to become a part of our team. The candidate will provide administrative and operations support for multiple advisors in the financial advisory group. The ideal candidate will be pleasant, motivated, detail oriented and able to work independently, as well as part of the team. This position requires the ability to learn quickly and function efficiently with limited day to day supervision. The ideal candidate will have some financial services background, be committed to high quality customer service and self-motivated. Responsibilities include, but are not limited to: Administrative Demonstrate strong attention to detail and sense of urgency Prepare and process new account paperwork for advisors Process paperwork and ensure all applications, documents and forms are accurate and complete Handle sensitive and confidential information with maximum discretion Client Support Work independently to manage, research and resolve client service requests Prepare material for client review meetings Be available to answer client calls Provide coverage for other members of peer group

Requirements Include:

Bachelor's degree from accredited four-year institution Excellent interpersonal skills and pleasant, positive demeanor Must be able to work independently, as well as with a team Competent in MS Office Salesforce or related CRM experience Strong writing skills and attention to detail Must be able to prioritize and react quickly, ability to multi-task in a fast-paced environment

Pay:

From $60,000.00 -$70,000 per year

Benefits:

401(k) and 401(k) matching Health, dental and vision insurance Flexible spending account Life insurance Paid time off Parental leave Tuition reimbursement

Compensation Package:

Bonus opportunities

Hours:

Monday through Friday, 8:30 AM - 5:00

PM Work Location:

Needham, MA (In person) About The Armstrong Advisory Group AAG is an independent financial advisory company, providing wealth management for over 1,500 families, individuals, and businesses. "Securities offered through Charles Schwab & Co., Inc., member

FINRA/SIPC.

Financial advice is offered through Armstrong Advisory Group, Inc., a Registered Investment Adviser. Armstrong Advisory Group, Inc. is not affiliated with Charles Schwab & Co., Inc." Please send your resume and cover letter to Lois Ashe at

Job Type:

Full-time Pay:

$60,000.00 - $70,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Life insurance Paid time off Parental leave Tuition reimbursement Vision insurance

Compensation Package:

Bonus opportunities

Education:

Associate (Required)

Experience:

Financial services: 1 year (Required) Ability to

Relocate:

Needham, MA 02492: Relocate before starting work (Required)

Work Location:

In person