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.