Client Service Coordinator

2 weeks ago


GondrecourtleChâteau, Grand Est, United States Boutique Recruiting Full time
Client Service Administrator

A reputable financial services firm in New Brighton, MN is seeking a detail-oriented and tech-savvy Client Service Administrator to join their team. The ideal candidate will have at least 2 years of experience at a financial planning firm and be passionate about providing quality client service.

Key Responsibilities:
  • Manage client accounts, place trades, and handle money movements
  • Process incoming calls and handle death claims
  • Oversee office systems, equipment, and supplies
  • Maintain client records and run office-wide database reports and projects
  • Provide backup support to other Client Service and Operations team members
  • Foster and maintain strong client relationships
  • Stay updated on industry trends and regulatory requirements
  • Collaborate with the team to ensure high standards of service and efficiency
Requirements:
  • 2+ years of experience in a financial planning firm
  • Bachelor's degree or Associate's degree, or 5-6 years of industry experience
  • Proficiency in Microsoft Word, Outlook, Excel, and Teams
  • Familiarity with Calendly, ShareFile, and DocuSign is preferred
  • Series 7 and 66 licenses are a plus
  • Strong communication, writing, and critical thinking skills
Benefits:
  • Medical, Dental, and Vision insurance
  • 401 plan
  • 3 weeks PTO plus paid federal holidays
  • Potential for 1 day remote work after training period
  • Friendly culture with opportunities for growth and development


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