Financial Services Coordinator
3 days ago
We are seeking a highly motivated and detail-oriented Financial Services Coordinator to join our team. As a key member of our branch support team, you will play a critical role in delivering exceptional client service and helping clients achieve their long-term financial goals.
This is an exciting opportunity to work with a leading financial services firm and contribute to the success of our clients and colleagues. If you are a team player with excellent communication skills and a passion for providing outstanding customer service, we encourage you to apply.
About the Role- Provide administrative support to financial advisors and other branch team members
- Assist with client onboarding and account management
- Help develop and implement marketing strategies to attract new clients
- Contribute to the development of business plans and strategic initiatives
- Bachelor's degree in business administration or related field
- 1-2 years of experience in a financial services or customer-facing role
- Excellent communication and organizational skills
- Ability to work independently and as part of a team
Estimated salary: $52,000 - $62,000 per year, depending on location and experience.
Benefits- Competitive salary and bonus structure
- Comprehensive benefits package, including medical, dental, and vision insurance
- 401(k) retirement plan with company match
- Generous paid time off and holidays
We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and results-driven individual looking for a challenging and rewarding career opportunity, we encourage you to apply.
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