Remote Client Service Associate

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.