Job Overview
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 on a Full-Time basis. 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 prioritises 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
As a Client Service Associate, you will provide critical support to our advisory teams and ensure an exceptional experience for our clients. Your key duties will include:
- Acting as a primary point of contact for client enquiries, providing timely and professional responses via phone and email.
- Preparing and distributing materials for client meetings, including reports, presentations, and agendas.
- Assisting consultants with the administrative aspects of client relationship management.
- Processing client requests accurately and efficiently, such as account updates and information requests.
- Maintaining accurate and up-to-date client records within our CRM system.
- Supporting the client onboarding process to ensure a seamless transition for new clients.
- Collaborating with internal departments to resolve client issues and ensure a coordinated service delivery.
Qualifications
The ideal candidate will be a self-motivated individual with a strong commitment to client service excellence. Required qualifications and attributes include:
- 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 demeanour.
- Strong organisational 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.
- The ability to work independently and productively in a remote environment.
- A proactive approach to problem-solving and a strong sense of accountability.
- A bachelor's degree in a relevant field such as finance or business is preferred but not essential.