Client Account Representative at Nagler Group

Job Posting: Client Account Representative (2 Openings, Temp-to-Perm)
Locations: Beverly, MA 
Salary: $24-$26/hr 

We’re looking for two Client Account Representatives to serve as primary contacts for approximately 150 assigned client accounts, addressing customer service issues, questions, and concerns. This role requires proficiency in Excel, with candidates needing a score of at least 65% on an Excel assessment. The position is 100% in-office, Monday through Friday, 9-5 (flexible for childcare drop-offs/pick-ups), and will start on a temp-to-perm basis to ensure the right long-term fit.

Highlights:

• Hourly Rate: $24-$26/hr
• Schedule: Full-time, M-F, 9-5
• Location: In-office (Beverly, MA headquarters)
• Required: Background check (can start pending results)

Key Responsibilities

• Serve as the main contact for assigned client accounts, handling inquiries, and fostering strong client relationships.
• Collaborate with clients, advisors, and accountants to build effective partnerships.
• Collect, review, and reconcile client assets and census data for accuracy.
• Coordinate with recordkeepers, payroll companies, and advisors to gather year-end data.
• Handle trust accounting, annual compliance testing, government reporting, and administration of Defined Contribution and Defined Benefit plans.
• Prepare and file Forms 5500, extensions, and related schedules.
• Assist with special projects and perform additional tasks as needed.

Qualifications

• Bachelor’s degree preferred.
• Background in a professional setting; career pivots are welcome (we’ve placed former teachers and hospitality professionals).
• Proficiency in Excel (including formulas), Word, and Outlook.
• Strong written and verbal communication skills.
• Strong ability in reconciliations, finance, or accounting.
• Ability to prioritize, manage tasks, and meet deadlines.

If you’re detail-oriented, team-driven, and passionate about client success, we encourage you to apply! 

If you or someone in your network is interested, please send your resume to Camie McDonnell at cmcdonnell@naglergroup.com


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