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Randstad US financial client services specialist in boston, Massachusetts

financial client services specialist.

  • boston , massachusetts

  • posted january 14, 2022

with

randstad indeed

job details

summary

  • $50,000 - $55,000 per year

  • permanent

  • high school

  • category business and financial operations occupations

  • referenceAB_3853275

job details

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.

Responsibilities- Paraplanning

  • 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

Qualifications:

  • 3-5 years of Financial Planning Experience preferred, open to less experience

  • Proficient with Microsoft Office Suite

  • Excellent communication and organizational skills

Skills

  • Financial Planning

  • Detail oriented

  • Microsoft Office Suite

  • Retirement Planning

  • Underwriting

  • Insurance Annuity

  • Communication

Education

  • High School (required)

Qualifications

  • Years of experience: 0 years

  • Experience level:Entry Level

Shift: First

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.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status

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