Client Account Representative at Nagler Group

Our client, a financial planning company headquartered in the North Shore, needs to add a Client Account Representative to their team! They are looking for someone to build strong team relationships while working with clients, advisors, and accountants. As a Client Account Representative, you will be the main point of contact for 150 accounts, handling any customer service issues, questions, or concerns. This role requires strong Excel skills, excellent communication abilities, and a positive attitude. They are seeking long-term candidates but will start with a temporary position to ensure the right fit. The company is rapidly growing in this market and are excited to expand. Anyone with who is tech savvy with solid customer service will be a great fit! If you’re interested, I would love to connect with you!

Highlights:

• 100% onsite (no flexibility)
• $22-25/hour
• Contract to Hire

Responsibilities:

• Serve as the primary point of contact for assigned accounts
• Collect, review, and reconcile assets and census data for accuracy
• Collaborate with clients, advisors, recordkeepers, and payroll companies to obtain year-end data
• Perform trust accounting and ongoing administration
• Respond to customer inquiries via phone and email promptly
• Prepare and file forms 5500s, extensions, and related schedules
• Assist in special projects and perform other related tasks as required

Qualifications:

• Proficiency in Office 365, including Word, Excel (especially formulas), and Outlook
• Strong written and oral communication skills
• Strong math skills (reconciling, accounting, or finance)
• Excellent attention to detail
• Ability to prioritize, manage tasks, and meet deadlines
• Some customer service experience
• Computer savvy
• Team player with a positive attitude
• Background check required (can start pending results)

 If you or someone in your network is interested in this opportunity, please send your resume to Camie McDonnell at cmcdonnell@naglergroup.com for immediate consideration!

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