We are partnering with a well-established distribution company in the MetroWest area that is looking to add a skilled and proactive Sales Support detail oriented to their team. This position is ideal for someone with experience supporting distributor networks and sales teams in a fast-paced, customer-focused environment. In this role, you will provide critical support to the sales organization by assisting with a wide range of activities that directly impact sales effectiveness and customer satisfaction. Responsibilities include coordinating and preparing materials for sales presentations and internal/external meetings, compiling sales reports and analytics, assisting with pricing and product information requests, and managing key project timelines in partnership with sales reps and leadership. You will also serve as a point of contact for vendors, customers, and internal stakeholders, ensuring timely follow-up, accurate communication, and excellent service. This role requires a high level of organization, attention to detail, and the ability to juggle multiple priorities and deadlines. For immediate consideration, please contact Dan Duggan at (508) 205-2126.
We are looking for a dedicated and detail-oriented Operations and Client Services Associate to join our team in Portsmouth, New Hampshire. This role is ideal for someone with strong organizational skills, a client-focused mindset, and excellent communication abilities. If you are passionate about delivering exceptional service and thrive in a fast-paced environment, we encourage you to apply.<br><br>Responsibilities:<br>• Provide accurate and timely data entry to support operational processes.<br>• Assist with administrative tasks to ensure smooth day-to-day office functions.<br>• Maintain confidentiality while handling sensitive client information.<br>• Collaborate with team members to deliver high-quality service to clients.<br>• Adapt to new technologies and software to enhance efficiency.<br>• Organize and prioritize tasks to meet deadlines and maintain workflow.<br>• Respond to client inquiries professionally and promptly.<br>• Support financial services operations with attention to detail and accuracy.<br>• Uphold ethical standards and demonstrate integrity in all interactions.
<p>Our client is a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team.</p><p>Essential tasks include client account servicing, new account opening, assisting with financial professional transitions, and office administrative duties. Personal career growth initiative, as well as strong collaboration and communication skills, are highly valued.</p><p>Ideal candidate will bring 2+ years of experience in a similar role, FINRA Series 7 and ideally Series 66 (63/65).</p><p>Please reach out to Thatiane Abrantes for more details. Thank you!</p>
