Financial Services Coordinator
3 days ago
This is an exciting opportunity to join our team as a Client Services Representative. In this role, you will provide exceptional customer service to our clients and support our Financial Advisors with their daily activities. You will be responsible for answering phones, scheduling appointments, and preparing materials for client meetings. Additionally, you will aid Registered Representatives in preparing client illustrations, graphs, charts, reports, etc. for Registered Representative presentations and appointments with clients.
The ideal candidate will have excellent communication and organizational skills, as well as the ability to work independently and collaboratively as part of a team. They will also possess a high school diploma or equivalent, experience in an administrative or customer service role, and proficiency in Microsoft Office tools.
Key Responsibilities:
- Provide exceptional customer service to clients, responding to inquiries and resolving issues in a timely and professional manner.
- Support Registered Representatives with their daily activities, including answering phones, scheduling appointments, and preparing materials for client meetings.
- Aid Registered Representatives in preparing client illustrations, graphs, charts, reports, etc. for Registered Representative presentations and appointments with clients.
- Prepare and complete client paperwork and follow-up tasks to support Registered Representatives.
- Conduct proactive outreach to clients and Registered Representatives on time-sensitive activities (e.g., RMDs, Clients Quarterly/Annual Reviews).
- Maintain client records and retention management within corporate requirements.
- An estimated salary range of $50,000 - $70,000 per year, depending on location and experience.
- A comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
- Ongoing training and development opportunities to enhance your skills and advance your career.
- A dynamic and supportive work environment with a team of experienced professionals.
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Financial Operations Coordinator
7 days ago
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