Are you a relationship-driven professional who enjoys creating exceptional client experiences, organizing details, and supporting a purpose-driven team? Established Financial Planner seeks to expand her team with a part-time Client Relations Associate to join her Director of Operations and Practice Administrator. We are passionate about helping clients make informed financial decisions with confidence and clarity. Through our financial planning process, we empower individuals and families by providing knowledge, guidance and support in collaboration with their other professional partners. We strive to build trust through respect, honesty and authenticity. If you share our values, are interested in delivering an exceptional client experience, and being part of the transformational growth of our practice, we encourage you to apply for this role. Key Responsibilities Client Service & Relationship Management Serve at the primary point of contact with clients and other professionals in our Worcester Office by greeting visitors, answering phone calls, monitoring and responding to emails. Take responsibility for scheduling meetings and assisting with preparation and follow-up. Design, monitor and implement the client service model, ensuring that review meetings and other important touch points are executed in a timely manner. Other touch points include birthday cards, sympathy cards, client appreciation gifts, invitations to events and seminars, etc. Manage all client service requests including address and beneficiary changes, adding connections to bank accounts, etc. Maintain client records and files (both paper and digital) ensuring that documentation meets compliance standards and CRM is kept up to date. Manage and update client segmentation. Marketing & Communication Support In collaboration with the advisor, create and implement an annual marketing plan. Managing advisor's social media accounts, newsletters, press releases and web presence. Design, organize, and run client events and seminars. Identify events for advisor speaking opportunities. Office Administration & Coordination Ensure the smooth and efficient day-to-day operation of the office by managing administrative systems, workflows, and facilities. Oversee office resources (supplies, equipment, vendors) to maintain a well-functioning, cost-effective workplace. Strictly adhere to all compliance procedures for office operations, marketing initiatives, communications and events. Qualifications 2+ years of experience in office administration or client service Bachelor's Degree preferred Ability to maintain the highest level of discretion and privacy Excellent written and verbal communications skills Strong interpersonal and client servicing skills Demonstrated organizational and time management skills Ability to work well under pressure while managing multiple priorities and deadlines Acute attention to detail Proficiency with MS Office (Word, Excel and Outlook) and in CRM software applications Financial Services industry experience preferred but not required Work Environment & Schedule Part-time position with a consistent schedule to be agreed upon. 20-25 hours per week. Occasional flexibility may be required for client events. Please note, this role will work for Kerri Melley, an advisor of Commonwealth Financial Group and will not be an employee of Commonwealth Financial Group. Kerri Melley is an equal opportunity employer and values diversity at their company. They do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

HIRING ALERT

Kerri Melley will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process. If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

Pay:

$23.00 - $25.00 per hour Expected hours: 20.0 - 25.0 per week

Benefits:

401(k) Paid time off

Work Location:

In person