The Bulfinch Group - Client Services Coordinator
Join Our Dynamic Team: Client Services Coordinator
Are you a dedicated and driven individual who thrives in a collaborative and fast-paced work environment? We're searching for a thoughtful and powerful communicator to join our top-performing financial services and strategy team to help support the client experience and service.
About Our Team: Our team specializes in wealth management and financial planning, with expertise in cash flow, savings, investment management, and insurance planning. Our unique client-centered financial advisory philosophy and model sets us apart. Our close-knit team, supported by over 80 individuals in various roles, works hard, has fun, and has a keen focus on client care.
Key Responsibilities:
- Manage client engagement, including documentation for investment account opening, life and disability insurance underwriting, and our proprietary cash flow management system.
- Maintain client demographics and data records through our CRM and financial planning portals.
- Respond promptly to client service requests and effectively communicate with the planning team to ensure a high-quality client experience.
- Assist in executing online marketing campaigns and client events to enhance the overall client service experience.
About You: Are you ready to excel in new ways and be part of something bigger? We're looking for a full-time individual who is thrives in juggling multiple open tasks, is open-minded, tech-savvy, and committed to giving their best every day to the service and well-being of themselves and others.
Qualifications:
- Excellent communication skills, both written and verbal.
- Strong attention to detail and ability to thrive in a multitasking environment.
- 1-3 years of professional experience within the Financial Services industry is preferred but not required; relevant experience in another industry is applicable.
- Comfortable learning new technologies and being a go-to partner for others.
- Comfortable with working remotely but has the ability to occasionally travel to our Needham office for training and meetings.
If you're ready to drive the ultimate client service experience and flourish in a collaborative, forward-thinking environment, we want to hear from you! Apply today and be part of our success story.
We are fortunate to be supported and aligned with our Broker/Dealer, Park Avenue Securities and Guardian Life, for additional training, compliance oversight, operational systems and support of a Fortune 100 organization.
Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 160 GOULD STREET SUITE 310, NEEDHAM, MA 02494, ph# 781.449.4402. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. 2023-166506 Exp 12/25
Job Type: Part-time
Pay: $20-$30 per hour
Expected hours: 25 – 30 per week
