Client Services Coordinator
2 weeks ago
Are you seeking a rewarding career path? The role of Client Services Coordinator may be the ideal fit for you.
Client Services Coordinators collaborate with Financial Advisors to assist clients in reaching their long-term financial aspirations. We take pride in serving over seven million clients.
As a vital member of the client team, our Client Services Coordinators contribute significantly to our achievements, thanks to their diverse experiences and professional backgrounds.
We appreciate various perspectives to drive results.
What we offer:
- Comprehensive 6-month training program with mentorship from an experienced peer.
- A robust support network extending from your local office to the regional and home office levels.
- Independence in your role, backed by a team of thousands ready to assist you.
Key Responsibilities:
- Delivering exceptional, personalized service to ensure clients feel understood and informed.
- Participating actively in the annual business planning process to help develop strategies for the upcoming year.
- Listening attentively for signs in clients' lives that may indicate a need for additional services.
- Driving marketing initiatives, including planning and executing events.
What you can expect:
- A culture focused on continuous improvement and professional growth, valuing individual contributions.
- An inclusive atmosphere where diverse viewpoints are appreciated and contribute to achieving results.
- A rewards program recognizing individual efforts, promoting long-term career growth, financial security, and well-being for you and your family.
Full-time Associates enjoy the following benefits:
- A compensation package featuring bonus potential, profit sharing, and a 401k (U.S.) or Group RRSP (Canada), along with comprehensive health benefits.
- Paid time off, including vacation, sick leave, holidays, and personal days.
What qualities contribute to success as a Client Services Coordinator?
- Ability to deepen and expand client relationships.
- Capability to identify opportunities for increased efficiency.
- Strong aptitude for working independently.
- Skill in managing multiple priorities in a deadline-driven environment.
- Proficiency in current and emerging office technologies.
- Willingness to learn about financial services and markets.
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