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Client Services Coordinator

2 months ago

Wayne, Pennsylvania, United States The Haverford Trust Company Full time

Position Overview

As a Client Services Coordinator at The Haverford Trust Company, you will leverage your passion for assisting clients in a collaborative back-office setting. This role is ideal for individuals with a few years of experience in client service, those transitioning careers, or recent graduates eager to enhance their financial knowledge while contributing to a vibrant organization.

About The Haverford Trust Company

Established in 1979, The Haverford Trust Company is dedicated to excellence. Our Quality Investing philosophy is the foundation of our success, supported by the expertise and integrity of our team, as well as our strong reputation in the industry. We manage substantial assets, reflecting our commitment to quality service.

Despite our growth, our focus on maintaining a robust company culture remains steadfast. We foster a collaborative environment through various initiatives, including regular meetings, informal gatherings, and community engagement activities, resulting in a remarkable retention rate.

Role Summary

The Client Services Coordinator is an integral part of the Shared Services team, responsible for delivering timely and high-quality support to internal stakeholders. This position emphasizes service excellence, ensuring that clients have consistent and positive experiences.

Key Responsibilities

  • Manage daily operations related to clients' investment and trust accounts, including correspondence, inquiries, and account maintenance.
  • Work closely with the Client Service team and Operations to facilitate smooth transitions for new accounts, ensuring accurate funding and reconciliation.
  • Prepare comprehensive client reporting packages and presentation materials for meetings.
  • Investigate and resolve compliance and operational issues as they arise.
  • Build and maintain positive relationships across various teams, acting as an ambassador for the Shared Services department.
  • Collaborate with team members to review and enhance existing policies and procedures for improved efficiency.
  • Engage in team and company-wide initiatives, including the integration of new technologies and special projects.

Qualifications

Education and Experience

  • Bachelor's degree in Finance or a related field is preferred.
  • 1-3 years of experience in a client service role within the financial sector is desirable.

Skills and Abilities

  • Team Collaboration: Work effectively within a dynamic team environment to achieve shared goals.
  • Communication: Exhibit exceptional verbal and written communication skills, with a focus on delivering outstanding client service.
  • Analytical Skills: Demonstrate strong problem-solving abilities and a keen attention to detail.
  • Technical Proficiency: Familiarity with Microsoft Office Suite and the ability to quickly adapt to new software.

Work Values

Uphold the core values of The Haverford Trust Company, including Quality, Integrity, Respect, Discipline, Optimism, and Community. Always act with ethical consideration and accountability.

This job description is subject to change as needed to meet the evolving needs of the company.