Client Relations Coordinator

3 weeks ago


Omaha, United States Harrison Financial Services Full time
Job DescriptionJob DescriptionSalary:

Job Summary

 

The Client Relations Coordinator plays a vital role in providing exceptional service and support to our clients. The primary responsibility of this role is to ensure efficient communication between our clients and our team and facilitate the scheduling of client meetings.


General Responsibilities


Client Communication


  • Manage and coordinate client facing meetings for the HFS wealth management team.
  • Proactively communicate with clients to confirm meeting details.
  • Maintain an organized HFS (firm) to ensure client meetings are reflected accurately daily.
  • Proactively identify and address any scheduling conflicts or issues that may arise.
  • Communicate with Advisors/internal teams frequently to mitigate duplicative or conflicting information sent to clients.
  • Coordinate with internal teams to ensure tasks related to scheduling client meetings are completed in a timely manner.
  • Maintain efficiencies using tools and/or software to optimize time/team calendars.
  • Build strong relationships with key clients, demonstrating a deep understanding of preferences, needs, and financial goals.
  • Update and maintain client databases and CRM to ensure accurate, up-to-date client information, communication notes, and relevant documents.
  • Serve as back-office administrative coverage. Duties may include phone coverage, greeting clients for in-person meetings, etc.
  • Maintain a high-level of professionalism and confidentiality when handling client information.


Role Requirements


  • Proven experience in a client-facing role, preferably within the financial services industry.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Excellent attention to detail and accuracy in recording and maintain client information.
  • Strong communication and interpersonal skills, with the ability to effectively interact with clients and internal teams.
  • Proficiency in Microsoft Office Suite and scheduling software.
  • Professional demeanor and a commitment to delivering an exceptional client experience.


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