Client Services Coordinator
2 hours ago
We are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Much Financial Services, Inc. in Southlake, TX.
Job Summary:
The Client Service Administrator will be responsible for providing exceptional client service, managing client relationships, and supporting the financial advisor team.
Key Responsibilities:
- Provide timely and accurate responses to client inquiries and requests
- Manage client data and maintain accurate records
- Prepare client review summaries and other materials for client meetings
- Assist with client updates, reports, and mailings
- Provide marketing support as needed
Requirements:
- 2+ years of experience in a financial services or administrative role
- Excellent communication and organizational skills
- Ability to learn new software and systems quickly
- CRM experience
What We Offer:
- $40,000-$50,000 salary range
- Benefits package
- Flexible work hours
About Us:
Much Financial Services, Inc. is a fast-paced financial firm dedicated to providing exceptional client service and support. We are committed to building long-term relationships with our clients and partners.
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