Client Service Coordinator

2 weeks ago


Raleigh, United States Kestra Financial Independent Advisor Full time

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

Requirements

  • 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

Benefits

Our firm is a family owned business with high quality clients who have been with us a long time. The work environment is not fast paced, but steady and pleasant. We offer competitive pay, time off, and a retirement plan.



  • Raleigh, United States Banfield Pet Hospital Full time

    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 clien Client Service, Coordinator, Service, Hospital, Client, Animal Care, Retail


  • Raleigh, United States SPECTRAFORCE Full time

    SPECTRAFORCE 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...


  • Raleigh, United States Nextaff Raleigh Full time

    Job 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...


  • Raleigh, United States SPECTRAFORCE Full time

    SPECTRAFORCE 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...


  • Raleigh, United States Kestra Financial Independent Advisor Full time

    Job 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...


  • Raleigh, United States Kestra Financial Full time

    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...


  • Raleigh, United States Gotcha Covered Blind and Decorating Center Full time

    Description 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...


  • Raleigh, United States Gotcha Covered Blind and Decorating Center Full time

    Job 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...


  • Raleigh, United States Banfield Pet Hospital Full time

    Job 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...


  • Raleigh, North Carolina, United States Gotcha Covered Blind and Decorating Center Full time

    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 with...


  • Raleigh, United States Educated Solutions Corp Full time

    Our 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...


  • Raleigh, United States Educated Solutions Corp Full time

    Our 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...


  • Raleigh, United States BCI - Brokerage Consultants Inc. Full time

    Client 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...


  • Raleigh, United States TalentLink Solutions Full time

    Firm DescriptionWe are a family owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families decipher, refine, analyze, structure and accomplish their goals and dreams throughout the accumulation and distribution phases of life. We have a rich history and over 50 years of...


  • Raleigh, United States TransPerfect Full time

    TransPerfect Is More Than Just a Job… Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards. Who We Are Do you want to work for the global leader in the language services and technology industry? Are...


  • Raleigh, United States Bayada Full time

    Description BAYADA Home Health Care has an immediate opening for a Client Services Manager in our Raleigh, NC Home Health Office. If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with...


  • Raleigh, United States Client Full time

    Field Service Technician (New industry training)$25ph - $33ph + Company vehicle + Specialist Training + Overtime + Progression + Excellent Benefits & Healthcare planRemote based in: Raleigh / Durham, NCAre you a Field Technician with any mechanical or electrical experience, looking to work for a market leading organization offering extensive on the job...


  • Raleigh, United States BAYADA Home Health Care Full time

    BAYADA Home Health Care has an immediate opening for a **Client Services Manager** in our **Raleigh, NC Home Health Office** . If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with...


  • Raleigh, United States Lundy Management Group, LLC Full time

    Job DescriptionJob DescriptionAttention to detail; high level of focus on customer service and swift resolution of concerns; adept at communicating in person, via phone, and via email; ability to multi-task in a fast-paced environment; collaborative attitude The Tenant Services Coordinator, ("TSC") will work in conjunction with a team consisting of Assistant...


  • Raleigh, United States Stevens Food Service LLC Full time

    Job DescriptionJob DescriptionThe Supply Chain Coordinator position is a crucial role to learn the foundations of what Stevens Food Group does for our clients. They are the main drivers of maintaining systems and procedures aimed at providing clients with an efficient and effective chain of supply. SCCs work in tandem with the Account Executives and...