Remote Client Service Associate

About the role

Fiducient Advisors, a leading consulting firm managing over $225 billion in assets, is seeking a dedicated and professional Remote Client Service Associate to join our team. In this role, you will be an essential part of our mission to deliver high-impact fiduciary work and positively impact the financial futures of our clients. We foster a collaborative and mission-driven environment that prioritizes teamwork and professional growth, offering extensive opportunities for career development and mentoring. While this is a remote position, you will be supporting a team based in Boston, Massachusetts, United States.

Responsibilities

• Act as a primary point of contact for client enquiries, providing timely and professional responses via phone and email.
• Prepare and distribute materials for client meetings, including reports, presentations, and agendas.
• Assist consultants with the administrative aspects of client relationship management.
• Process client requests accurately and efficiently, such as account updates and information requests.
• Maintain accurate and up-to-date client records within our CRM system.
• Support the client onboarding process to ensure a seamless transition for new clients.
• Collaborate with internal departments to resolve client issues and ensure a coordinated service delivery.

Requirements

• Proven experience in a client service or administrative role, ideally within the financial services or consulting industry.
• Exceptional written and verbal communication skills with a professional demeanor.
• Strong organizational and time-management skills, with the ability to manage multiple priorities effectively.
• High proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Meticulous attention to detail and a commitment to accuracy.
• Ability to work independently and productively in a remote environment.
• A proactive approach to problem-solving and a strong sense of accountability.

Qualifications

A bachelor's degree in a relevant field such as finance or business is preferred but not essential.