Client Services Coordinator
2 weeks ago
Boutique financial services company that specializes in creating investment solutions for retirement plans is seeking a Client Services Coordinator. They will 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.
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 clients 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:
- Bachelors 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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