Client Service Associate (In Office)
Norwell, Massachusetts
Employer: National Financial Partners
Industry: Other
Salary: Competitive
Job type: Full-Time
Who We Are
NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com .
Summary of Role:
The Operations Associate is responsible for ensuring the day-to-day data integrity for client accounts and providing support to the advisory staff on client data-related issues.
****Candidate selected, will be required to attend the office 5x per week****
Essential Duties and Responsibilities:
- Performs administrative duties including data consistency, fielding phone calls, reviewing incoming mail, filing, and greeting clients.
- Conduct daily transaction uploads/downloads for all systems.
- Process new account openings in the system for new or existing clients.
- Resolve any data maintenance/client account issues as needed.
- Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, dividend option changes and fund allocation changes.
- Provide the advisor with materials for upcoming meetings.
- Maintain the firm's file sharing/document storage website to keep clients' files up-to-date.
- Print, package, stamp, and ship client materials and checks.
- Assist with special projects as required.
- Takes a proactive lead on conserving the Relationship Manager's existing block of business by scheduling meetings, monthly client check-in calls, tracking all rollovers, and keeping the client updated on money in movement.
- Keeping the Advisor informed of problematic cases.
- Ensures data accuracy in company records by regularly and maintaining client files according to company compliant procedures.
- Daily check-in with the Advisor on all outstanding activities.
- Continuously exhibits personal integrity and professional initiative.
- Reliable, follows through on commitments, does not shrink from new challenges.
- Proficiency in Microsoft Office.
- Must be organized, detail-oriented and able to manage and prioritize tasks.
- Demonstrates a commitment to accuracy by delivering high quality work.
- Excellent written and verbal communication.
- Collaborative and able to work effectively with others.
- Flexible team player who is highly adaptable to change and open to new ideas.
- Demonstrated ability to work successfully in an entrepreneurial, small company environment.
- Bachelor's degree preferred.
- 1-3 years prior experience, preferably within financial services
What We Offer
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better together!
NFP is an inclusive Equal Employment Opportunity employer.
Created: 2024-05-25
Reference: 20072911
Country: United States
State: Massachusetts
City: Norwell
Similar jobs:
-
Registered Client Service Associate**
Morgan Stanley in Wellesley, Massachusetts -
Client Service Representative II
Insight Global in Westborough, Massachusetts -
Client Service Associate**
Morgan Stanley in Westborough, Massachusetts -
Private Wealth Management Registered Client Service Associate
Morgan Stanley in Boston, Massachusetts -
Private Wealth Management Registered Client Service Associate**
Morgan Stanley in Boston, Massachusetts -
Client Service Associate**
Morgan Stanley in Boston, Massachusetts -
Lab - Supervisor, Client Services
Brigham & Women's Faulkner Hospital(BWFH) in Boston, Massachusetts -
Personal Risk Client Services Account Manager
USI Holdings Corporation in Chicopee, Massachusetts -
Client Service Associate**
Morgan Stanley in Westborough, Massachusetts -
Client Services Coordinator - Administrative
CBRE in Boston, Massachusetts💸 $50000 per year -
Senior Client Partner - Financial Services
Infosys Limited Digital in Boston, Massachusetts -
Client Service Representative
Salem Hospital in Salem, Massachusetts -
Director of Infrastructure and Client Services
MASS in Haverhill, Massachusetts💸 $90000 - $105000 per year -
Registered Client Service Associate
Morgan Stanley in Boston, Massachusetts -
Client Service Associate
Boutique Recruiting in Boston, Massachusetts -
Client Services Coordinator - Administrative
CBRE in Boston, Massachusetts💸 $50000 per year -
Private Wealth Management Registered Client Service Associate**
Morgan Stanley in Boston, Massachusetts -
Client Service Associate**
Morgan Stanley in Boston, Massachusetts -
Client Service Associate
Morgan Stanley in Wellesley, Massachusetts -
Private Wealth Management Registered Client Service Associate
Morgan Stanley in Boston, Massachusetts