Randstad US financial client services specialist in boston, Massachusetts
financial client services specialist.
boston , massachusetts
posted january 14, 2022
$50,000 - $55,000 per year
category business and financial operations occupations
Randstad has partnered with a Financial Planning firm located in Downtown Boston to fill their Client Services Specialist position. The environment is very collaborative and team oriented. The ideal candidate will have financial planning experience, be extremely detail oriented, and have a drive to learn and grow. This role requires employees to be fully vaccinated against COVID-19 as a condition of employment, subject to a validated and approved medical or religious accommodation.
Collaborate with the team to service a book of clients
Handle insurance annuity
Assist with insurance underwriting
Speak and consult with clients on investments, retirement plans, etc
3-5 years of Financial Planning Experience preferred, open to less experience
Proficient with Microsoft Office Suite
Excellent communication and organizational skills
Microsoft Office Suite
- High School (required)
Years of experience: 0 years
Experience level:Entry Level
Working hours: 8 AM - 5 PM
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
For certain assignments, Covid-19 vaccination and/or testing may be required by Randstad's client or applicable federal mandate, subject to approved medical or religious accommodations. Carefully review the job posting for details on vaccine/testing requirements or ask your Randstad representative for more information.
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