Overview
Client Services Associate Jobs in Cambridge, USA at LHH
LHH is seeking a motivated Client Services Associate who recognizes the importance of delivering exceptional service and fostering lasting client partnerships. This position offers significant interaction with clients, financial professionals, and leadership teams on a regular basis. Because priorities and assignments can shift frequently, the successful candidate will gain exposure to many areas of the organization. This opportunity is well-suited for someone who is eager to grow professionally, enjoys a fast-paced environment, and takes pride in producing high-quality work.
Our firm is built on a client-focused philosophy, emphasizing trust, integrity, and long-term relationships.
Key Responsibilities
- Provide administrative and operational assistance to advisory staf
- Serve as a point of contact for client inquiries and communication
- Collaborate with internal departments to help resolve client matter
- Assist with preparing investment reports, analyses, and presentation material
- Conduct general market and account-related research
- Support additional projects and responsibilities as assigned
Preferred Qualifications and Skill
MUST be local candidate
- Strong interpersonal, communication, and customer service
- Professional, polished, and personable
- Ability to work effectively within a collaborative team setting
- Highly organized with strong time management and multitasking skills
- Self-motivated and capable of working independently
- Proficiency with Microsoft Office applications, including Excel, Word, and Outlook
- Prior experience in financial services, wealth management, or brokerage operations preferred
- Industry licensing such as Series 7 and Series 63 is a plus, but not required
#J-18808-Ljbffr
Title: Client Services Associate
Company: LHH
Location: Cambridge, USA
Category:
