Service Coordinator
4 weeks ago
Our client is a trusted partner in crafting personalized financial solutions tailored to the unique
needs of entrepreneurs, C-Suite executives, and financial professionals. With a dedicated focus on wealth management and tax optimization, our full-service firm specializes in the implementation of comprehensive financial plans, empowering clients to achieve their long-term financial goals with confidence and clarity.
Overall Function
A Service Coordinator specializes in internal operations, calendar management for team/advisors, setting reviews and meetings with current clients and prospects, client service of risk and variable/investment products, and ensuring the maintenance of an efficient and compliant practice. This role is best suited for a highly organized individual who wants to be a part of a fast-paced team.
This role is Full-Time and In Office, with the potential for future remote work opportunities once training has been completed successfully. The coordinator supports the Advisors as well as the team as a whole.
Responsibilities include, but are not limited to:
- Phone clients and referrals; great communication skills required.
- Calendar Management: setting meetings with clients/prospects and sending out invites/Zoom link for appropriate advisor as well as confirms for each meeting.
- Email delegation; review emails and delegate to appropriate team member.
- Follow-through throughout underwriting process; coordinate with clients/underwriters for medical documents etc.
- CRM input; new prospects as well as updating information for existing clients.
- One Drive Management; ensuring all statements/notes are saved appropriately.
- Manage licensing for Advisors to make sure stay in compliant.
- General administrative work/errands for team
Preferred Qualifications/Licensing
- Bachelor’s Degree, or equivalent relevant work experience
- CRM experience preferred
Required Skills
- Excellent oral and written communication skills
- Strong attention to detail with the ability to work with a high degree of accuracy
- Ability to manage multiple projects and assignments in a timely and quality manner
- Ability to embrace change and work in a fast-paced environment
- Able to work both independently and on a team, both internally and with clients
- Ability to maintain confidentiality
Compensation/Benefits
- $60K base + Bonus
- Health Insurance
- 401(k) after one year
- Flexible PTO
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