Client Services Coordinator
2 months ago
Financial services company provides investment management services and creates retirement plans.
Client Services Coordinator Job Description:
Assist with aspects of servicing 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.
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
- 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
- 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
Meet The Recruiter
Maggie Dunn
Direct-Hire Recruiting Manager
Burnett Specialists is consistently ranked as the number one recruiting firm in Austin by the Austin Business Journal year after year
I've helped thousands of talented candidates with experience ranging from entry-level to c-level over the course of my professional recruiting career. My mission is to establish long-lasting relationships between newly hired employees and their employers by matching exciting job opportunities with the right candidates
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- maggied@burnettspecialists.com
- Connect on LinkedIn
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