Client Services Coordinator
1 week ago
We are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Beacon Capital Management, Inc. in Franklin, TN. As a key member of our financial services team, you will be responsible for providing exceptional client service, supporting our Financial Advisors, and contributing to the growth of our business.
Key Responsibilities:- Onboard new clients and service existing clients with all service requests, including beneficiary changes, withdrawals, and database management.
- Manage client appointments, prepare client account summaries, and update client information.
- Provide proactive management and consistent follow-through on all efforts.
- Build relationships with prospects and clients, and help prepare Financial Advisors for client appointments.
- Associate degree preferred.
- Financial industry experience required.
- 2+ years working alongside a Financial Advisor in a fast-paced office environment preferred.
- Experience with MS Office Suite and the ability to learn new software quickly.
- CRM experience.
- $50,000-$55,000 salary.
- Health insurance.
- PTO.
- 401K match.
- Monday-Thursday: 8:30 am - 5:00 pm.
- Friday: 8:30 am - 4:00 pm.
Beacon Capital Management, Inc. is a fast-paced and growing financial firm that values exceptional client service and teamwork. If you are a motivated and detail-oriented individual who is passionate about delivering outstanding results, we encourage you to apply for this exciting opportunity.
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Client Services Coordinator
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