Client Relationship Associate (PT/Hybrid/Needham MA)

Posted 3 weeks ago

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Description

The Client Relationship Associate is a highly visible member of the Harvest Wealth Management team who works closely with the Financial Advisor/Partner and Client Relationship Manager to deliver extraordinary client concierge services. The ideal candidate for this position will be professional, caring, organized, and genuinely interested in making other people feel special. 

Responsibilities & Activities 

Deliver concierge services to clients:

➢ Distribute Bruins, Celtics & Red Sox tickets 

➢ Coordinate gifts and cards for birthdays, wedding, and client anniversaries 

➢ Assist with Random acts of kindness (RAKs) 

➢ Coordinate annual Pie in the Sky giveaway 

➢ Assist with client events including webinars, advisory board, and live events. 

Manage regular client communication tasks:

➢ Send monthly market updates 

➢ Send quarterly consolidated statements 

➢ Develop, distribute, and tabulate client satisfaction survey. Use as basis for RAKs. 

➢ Coordinate annual letter and holiday card mailing 

➢ Maintain client outlook email distribution lists 

➢ Update Website (as needed) and LinkedIn (regularly) 

 Assist with meeting preparation:

➢ Run reports 

➢ Update documents 

➢ Conduct post meeting tasks 

Develop and maintain tracking systems for of all their activities 

Confirms adherence to compliance requirements 

Split office phone coverage with Client Relationship Manager 

Knowledge, Skills & Abilities 

Required:

➢ High School Diploma or equivalent. College degree preferred. 

➢ Strong computer skills, including Microsoft Office 365 and Adobe Acrobat DC 

➢ Excellent interpersonal skills, including a positive attitude and a client service orientation 

➢ A genuine interest in serving and caring for other people 

➢ Excellent organizational and time management skills 

➢ A creative mind 

➢ An ability to handle multiple tasks and operate in tight deadlines 

Helpful:

➢ Previous marketing, advertising, or public relations experience 

Hours 

Part-time, 10-15 hours per week with seasonal adjustments 

Flexible schedule 

Hybrid position that combines remote work with periodic office hours 

www.harvestwm.com 

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