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Client Support Specialist

Posted: 09/21/2021

Northeast Planning Associates, a financial planning firm located in Newburyport, MA is seeking a quality, energetic individual for the position of Client Support Specialist to join our rapidly growing practice. The desired Individual must be a fun-loving people person and self-directed team player with a passion for client service and prior experience working in a professional environment. 

Principle Responsibilities:
  • Manage front desk client servicing needs
  • Field calls, organize daily calendar, coordinate on/offsite meetings
  • Provide general office support
  • Assist on research & projects as assigned
  • Maintain contact records/database
  • Work with the Financial Advisor to support efforts to reach firm targets and deliver on strategic goals.
Education and Experience:
  • Knowledge of administrative and clerical procedures
  • Strong knowledge of computers and proficiency in relevant software applications including CRM databases, Microsoft Word, and Excel. 
  • Knowledge of customer service principles and practices
Key Competencies:
  • Absolute people person
  • Extremely detail oriented
  • Strong verbal and written communication skills
  • Professional personal presentation
  • Customer service orientation
  • Information management
  • Organizing and planning
  • Strong Initiative
  • Reliability
  • High Energy
Benefits Include:
  • 401K match after 6 months
  • Medical
  • Dental
  • 3 Weeks Vacation
  • Flexible work environment
  • Beautiful town to work in
  • Financial support to obtain security licenses and financial planning designations if desired
To learn more about our firm, please visit www.newburyportplanning.com. 

To inquire about this position, please contact Christine Soucy at 
csoucy@northeastplanning.com or 603.471.0900 x211.
 
 
 

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