Client Service Coordinator
3 weeks ago
Essential Duties and Responsibilities:
- Supports Financial Advisor/Operations Director 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
- Other duties as assigned by Senior Client Service Associate
- Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
- Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
- Ability to build relationships with clients and internal partners and influence others without direct control
- The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and
- Previous experience in the independent financial services culture preferred
Knowledge, Skills, And/or Abilities
- Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
- Excellent communication skills, both verbally and in writing
- Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
- Ability to build relatonships with clients and internal partners and influence others without direct control
- Bachelor's degree in a business-related field preferred
- The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Previous experinece in the independent financial services culture preferred
- Series 7 and 65/66 preferred (or ability to obtain)
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