Client Services Associate

3 weeks ago


Riverside, California, United States TriCord Advisors, Inc. Full time
About the Role

We are seeking a highly motivated and detail-oriented Client Services Coordinator to join our team at TriCord Advisors, Inc. As a key member of our Client Services Team, you will play a critical role in providing exceptional customer service to our clients.

Key Responsibilities
  • Process new account paperwork and transfers
  • Communicate with clients and custodians
  • Provide administrative support to the Client Services Team
Requirements

To be successful in this role, you will need to be:

  • Diligent and organized
  • Detail-oriented and professional
  • Goal-oriented and able to follow through on tasks
What We Offer

As a Client Services Coordinator at TriCord Advisors, Inc., you will have the opportunity to work with a great team and enjoy a competitive compensation package, including medical/dental/vision insurance, 401(k) with profit sharing, paid time off, and office holidays.



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