<div> Client Services Administrator 28-32 hours/week $32-35/hour W2 Hybrid- 1-2 days/week onsite + Remote Office Location: Wellesley Hills, MA Core Responsibilities <ul> <li>Acting as a primary point of contact for client service needs</li> <li>Preparing and submitting non-financial service requests</li> <li>Following up on requests until completion</li> <li>Scheduling client meetings and sending reminders</li> <li>Assisting with meeting prep and advisor recruiting support</li> <li>Coordinating with custodians, product sponsors, and internal teams</li> <li>Maintaining accurate client records and CRM data </li> </ul> Qualifications/Skills <ul> <li>Bachelor’s degree (finance or business preferred)</li> <li>3–5 years of Administrative/Client Support experience in financial services industry, or related field</li> <li>Extremely organized, accurate, and reliable</li> <li>Strong communicator with a client first mindset</li> <li>Comfortable handling sensitive, confidential information</li> <li>Tech savvy and quick to learn </li> </ul> Company Benefits/Perks (Starting After 6 Months) <ul> <li>Retirment Plan (SIMPLE IRA)</li> <li>Health Insurance</li> <li>Dental Insurance</li> <li>Paid time off</li> </ul> </div>

Customer Service

Wellesley, MA, USA

Mom Project is the platform unlocking the potential of moms in the workforce, connecting its community of over 500,000 moms, dads, and allies with flexible work opportunities at F500s and small businesses. The Mom Project is committed to building a better workplace for mothers and the businesses they support, changing the way women work and redefining career structures by providing women with opportunities that are in balance with their personal goals.

North America

North Chicago, IL, USA

Chicago, IL, USA

The Mom Project

Client Service Administrator

OCA Ventures is an early stage (Seed, Series A, and Series B) venture capital firm focused on equity investments in companies with dramatic growth potential, primarily in technology and highly-scalable services businesses. OCA invests in many industries, with a preference for technology, financial services, education and healthcare technology. Founded in 1999, the firm is investing out of its fourth fund in companies spread throughout the United States. (c)2011-2017 by Massinvestor, Inc. For contact info, please check out our about page.

OCA Ventures LLC

OCA Ventures

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Client Service Administrator