The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills
- Supports Financial Advisor / Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm
- Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct / take messages appropriately and according to firm guidelines
- Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
- Process, submit, and service all account paperwork / requests; follow through to completion utilizing paperless procedures (including eSignature) where available
- Deposit checks received and maintain check blotter in adherence to compliance guidelines
- Maintain client information in CRM database
- Manage and update mailing lists for birthdays, holidays, and firm marketing efforts
- Order supplies for office and act as point of contact for any infrastructure requests
Requirements
- Basic computer skills (Outlook, Word, Excel and Power Point) are essential
- Strong administrative and time management skills with superior attention to detail
- Excellent communication skills, both verbally and in writing
- CRM knowledge a plus
Benefits
Our firm is a family owned business with high quality clients who have been with us a long time. The work environment is not fast paced, but steady and pleasant.
We offer competitive pay, time off, and a retirement plan.
Client Service Coordinator
The Client Service Coordinator is critical to providing superior client experience. Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm. This position utilizes excellent customer se...
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The Client Service Coordinator is critical to providing superior client experience. Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm. This position utilizes excellent customer se...
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