Client Services Coordinator

1 week ago


Columbus, Ohio, United States Beacon Capital Management, Inc Full time
Client Service Administrator

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.
Requirements:
  • 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.
What We Offer:
  • $50,000-$55,000 salary.
  • Health insurance.
  • PTO.
  • 401K match.
Work Schedule:
  • 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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