Client Service Coordinator
4 weeks ago
The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills
- Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm
- Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines
- Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
- Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
- Deposit checks received and maintain check blotter in adherence to compliance guidelines
- Maintain client information in CRM database
- Manage and update mailing lists for birthdays, holidays, and firm marketing efforts
- Order supplies for office and act as point of contact for any infrastructure requests
- Basic computer skills (Outlook, Word, Excel and Power Point) are essential
- Strong administrative and time management skills with superior attention to detail
- Excellent communication skills, both verbally and in writing
- CRM knowledge a plus
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Client Service Coordinator
1 month ago
Raleigh, United States Banfield Pet Hospital Full timeThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clien Client Service, Coordinator, Service, Hospital, Client, Animal Care, Retail
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Client Services Coordinator
1 week ago
Raleigh, United States SPECTRAFORCE Full timeSPECTRAFORCE is looking for an energetic and driven Client Services Coordinator to join our growing team in Raleigh.The Client Services Coordinator will work closely with the designated CS team overseeing our client accounts. This role is responsible for supporting various aspects of the interview process, including assessing candidates' qualifications and...
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Client Services Coordinator
4 weeks ago
Raleigh, United States Nextaff Raleigh Full timeJob DescriptionJob DescriptionClient Services CoordinatorMonday - Friday, 9AM - 5PMHybrid Position (T/TH in-office)Pay: $18/hr.Contract Position through February/March 2025 The Client Services Coordinator works closely with the designated CS team overseeing our client accounts. This role is responsible for supporting various aspects of the candidate and...
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Client Services Coordinator
1 hour ago
Raleigh, United States Nextaff Raleigh Full timeJob DescriptionJob DescriptionClient Services CoordinatorMonday - Friday, 9AM - 5PMHybrid Position (T/TH in-office)Pay: $18/hr.Contract Position through February/March 2025The Client Services Coordinator works closely with the designated CS team overseeing our client accounts. This role is responsible for supporting various aspects of the candidate and...
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Client Services Coordinator
7 days ago
Raleigh, United States SPECTRAFORCE Full timeSPECTRAFORCE is looking for an energetic and driven Client Services Coordinator to join our growing team in Raleigh.The Client Services Coordinator will work closely with the designated CS team overseeing our client accounts. This role is responsible for supporting various aspects of the interview process, including assessing candidates’ qualifications and...
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Client Services Coordinator
3 days ago
Raleigh, United States Motion Recruitment Full timeOur client, a commercial real estate leader, is seeking a Client Services Coordinator for a contractor opportunity.Job Title: Client Services CoordinatorHours: Monday-Friday, 8:00 am - 5:00 pmLocation: Raleigh, NC (downtown)Contract Assignment Duration: 4 MonthsTypical Working Day:Support 4 brokers, one of whom is a high-level head broker requiring...
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Client Service Coordinator
2 months ago
Raleigh, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionThe Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills• Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for...
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Client Service Coordinator
2 months ago
Raleigh, United States Kestra Financial Full timeThe Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm...
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Client Service Coordinator
3 weeks ago
Raleigh, United States Kestra Financial Independent Advisor Full timeThe Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills • Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm ...
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Client Services Coordinator
3 weeks ago
Raleigh, United States Gotcha Covered Blind and Decorating Center Full timeDescription The primary duties of the Client Services Coordinator are to schedule appointments for installations, and promptly answer the phone to assist with general client inquiries. Assistance with showroom walk-ins may be needed. At the time of installation scheduling, you will collect client balances and request reviews. Throughout the day, assistance...
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Client Services Coordinator
1 month ago
Raleigh, United States Gotcha Covered Blind and Decorating Center Full timeJob DescriptionJob DescriptionThe primary duties of the Client Services Coordinator are to schedule appointments for installations, and promptly answer the phone to assist with general client inquiries. Assistance with showroom walk-ins may be needed. At the time of installation scheduling, you will collect client balances and request reviews. Throughout the...
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Client Service Coordinator-5233
1 week ago
Raleigh, United States Banfield Pet Hospital Full timeJob description SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a...
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Client Services Coordinator
3 days ago
Raleigh, United States Motion Recruitment Full timeOur client the global leader in commercial real estate services and investments is looking for a motivated Client Services Coordinator to join their team Onsite in Raleigh, NC 27601.Local Candidates Only - W2 OnlyDeadline by Close of Business 05/29.Might you know of someone who would be interested?Duration: 04 Months ContractLocation: Onsite in Raleigh, NC...
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Client Services Coordinator Ii
1 month ago
Raleigh, North Carolina, United States Gotcha Covered Blind and Decorating Center Full timeThe primary duties of the Client Services Coordinator are to schedule appointments for installations, and promptly answer the phone to assist with general client inquiries. Assistance with showroom walk-ins may be needed. At the time of installation scheduling, you will collect client balances and request reviews. Throughout the day, assistance with...
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Client Service Coordinator Six forks
5 days ago
Raleigh, United States Banfield Full timeJob description SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a...
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Client Services Coordinator/Marketing Assistant
2 weeks ago
Raleigh, United States Educated Solutions Corp Full timeOur Client, a leader in commercial real estate and facilities/asset management is seeking to add a Client Services Coordinator/Marketing Assistant to its team. This role will work in Raleigh, NC and works Monday – Friday, 8am – 5pm. This is a contract role that pays $21-22.75 per hour. Responsibilities:Provide high-level administrative support to 6...
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Raleigh, United States Educated Solutions Corp Full timeOur Client, a leader in commercial real estate and facilities/asset management is seeking to add a Client Services Coordinator/Marketing Assistant to its team. This role will work in Raleigh, NC and works Monday – Friday, 8am – 5pm. This is a contract role that pays $21-22.75 per hour. Responsibilities:Provide high-level administrative support to 6...
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Client Services Coordinator/Marketing Assistant
2 weeks ago
Raleigh, United States Educated Solutions Corp Full timeOur Client, a leader in commercial real estate and facilities/asset management is seeking to add a Client Services Coordinator/Marketing Assistant to its team. This role will work in Raleigh, NC and works Monday – Friday, 8am – 5pm. This is a contract role that pays $21-22.75 per hour. Responsibilities:Provide high-level administrative support to 6...
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Client Service Associate
4 weeks ago
Raleigh, United States BCI - Brokerage Consultants Inc Full timeClient Service Associate | Raleigh, NC (In Office) | ~$70k; flexible based on qualifications Wealth planning firm seeks Client Service Associate with friendly personality, relevant experience/licenses, and enterprising mindset. Responsibilities: Coordinate client meetings and serve as point of contact for greeting clients in-office Assist with account...
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Client Service Associate
1 month ago
Raleigh, United States BCI - Brokerage Consultants Inc. Full timeClient Service Associate | Raleigh, NC (In Office) | ~$70k; flexible based on qualificationsWealth planning firm seeks Client Service Associate with friendly personality, relevant experience/licenses, and enterprising mindset. Responsibilities:Coordinate client meetings and serve as point of contact for greeting clients in-office Assist with account...