Job Title:
Relationship Specialist/ Financial Planning
Job Code:
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Job Location:
Boston - MA
Date Posted:
Nov 16 2020
This reputable financial planning and retirement plan consulting firm is seeking a Relationship Specialist/ Financial Planning to add to their office North of Boston. The organized and proactive individual has responsibilities which include supporting the Financial Planning Relationship Managers while serving as the main point of contact for several clients. The person in this role is considered the primary facilitator for a great client experience. This Relationship Specialist requires at least 3 years experience in a support role within the financial industry.

Position Responsibilities:
  • Support Financial Planning Relationship Manager
  • Manage and maintain client relationships
  • Facilitate fantastic client experience by acting on client requests, transactions, problems, and follow- up requests
  • Consistent and accurate use of Salesforce to record all relevant client information and activity
  • Maintain Relationship Managers' client calendar
  • Assist with special projects

Position Qualifications:
  • Business Degree in Business/ Finance or related industry
  • 3 years experience
  • Attentive, resourceful, and solution oriented in a team setting
  • Able to maintain confidential and sensitive client information
  • Financial planning and Portfolio Accounting Systems
  • CRM and Microsoft Office is strongly desired
Required Years of Experience:
Additional Info:

For More Information, contact: Lynn Tyburski: | phone: 617-728-4100
Salary Range:


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