The Client Service Coordinator reports to the Senior Client Service Associate/Office Manager and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail and time management skills. Responsibilities
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.
Maintain client information in CRM database.
Manage and update mailing lists for birthdays, holidays, and firm marketing efforts.
Act as point of contact for any infrastructure requests.
Other duties as assigned by Senior Client Service Associate/Office Manager
Requirements
Strong administrative and time management skills with superior attention to detail.
Excellent communication skills, both verbal and written.
Basic computer skills (Outlook, Word, Excel) are essential, CRM knowledge a plus.
2+ years of experience in administrative support in a professional environment.
Must pass background check and be fingerprinted.
High School Diploma required.
Previous experience in financial services a plus.
Benefits
32-hour full time work week
Health Insurance
3% match Simple IRA