Client Service Coordinator

We are pleased to be leading this search on behalf of one of our outstanding local clients in the financial services space.

We are seeking a Client Service Coordinator to join an institutional investment management team. This position is responsible for serving as a service resource for the firm's clients, focusing on client service excellence and continuity.

Core Role Responsibilities

• Provide support and work closely with advisors in onboarding and management of client relationships
• Manage client relationships proactively; follow-up with clients; maintain complete records and files
• Research and resolve moderate to highly complex account issues
• Prepare client meeting presentation materials
• Prepare sales and marketing presentations and assist with RFP responses
• Primary contact for general office duties, such as handling of mail, office vendors, ordering supplies, building management inquiries, etc
• Maintain CRM system(HubSpot)
• Assist with social media postings
• Provide support to executive leaders

Desired Traits

• Demonstrate ability to onboard new clients, resolve client issues, account openings, and transfers
• Display out-of-the-box thinking for practical client service solutions
• Demonstrate effective time management of workload with the ability to prioritize tasks/projects
• Demonstrate strong administrative skills; handle all operation needs across advisor teams; provide recommendations for operation improvements
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues, and outside parties to resolve issues and achieve goals
• Demonstrate excellent written and verbal communication skills
• Comfortable and effective in a dynamic, flexible work environment requiring high degrees of accountability and self-motivation

Desired Qualifications

• Bachelors degree or 3+ year’s experience in a client service role in the industry
• Preferred industry-related experience, RIA/Broker experience-highly desired
• Working knowledge of financial investment concepts and practices
• Excellent customer service and customer retention skills
• Strong written and verbal communications skills, with customer focus
• Strong working knowledge of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)

Compensation and Benefits

• Attractive starting salary based on experience
• Bonus opportunities: Based on firm wide profitability metrics
• Unlimited PTO
• Health, Dental, Eye Insurance
• 401(k) Plan
• Lifetime learning program: Financial reimbursement for professional development up to $3,000/year