Service Coordinator

1 month ago

Austin, United States LeafHouse Full time
Job DescriptionJob Description

About LeafHouse:

LeafHouse provides 3(38) and 3(21) investment management services and creates packaged solutions to mitigate risk to meet retirement plans’ unique needs. Our objective is to deliver quality investment services that incorporate fiduciary management principles and ERISA best practices. We seek to protect and provide solutions to our plan sponsor clients.

 

Service Coordinator Job Description:

Assist with aspects of servicing LeafHouse clients by coordinating with their retirement plan providers, facilitating communication between all parties, reviewing required action items for administrative items related to investment management, and ensuring a smooth fund change experience. Work with an established team to provide satisfactory client service to our partners and clients. This entry level role is in-person at our office in Austin, TX. Starting salary for this position is $50,000 and dependent on experience.

 

Roles/Duties:

  • Professional communication skills in email, phone calls, or team-based settings
  •  Maintain notes and updates within a CRM
  • Work on recurring quarterly and ongoing projects, both individually and within the department
  • Serve a resource of knowledge for clients on our operational processes
  •  Ability to use multiple systems to review client’s accounts and track items Initiate fund change communications with external parties for clients Connect appropriate team members with email or call inquiries
  • Strong analytical and problem-solving skills

 

Qualifications And Desirable Experience:

  • Bachelor’s degree (all majors encouraged to apply) or 2 years industry-related experience preferred
  • Proficient in Microsoft applications
  • Detail-oriented
  • Able to work well in both a team environment and independently
  • Client service mentality, adaptability, and willingness to collaborate openly with other functions
  • Experience with online CRMs preferred
  • Proven ability to manage multiple work streams at a time with high attention to detail
  • Experience in the financial industry is a plus

 

Benefits:

  • 401(k) available with company match
  • Most medical, dental, and vision health coverage policies available for employees are covered by the company
  • Most medical, dental, and vision health coverage policies available for family and spouses are 50% covered by the company
  • Generous paid time off policy

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