Financial Services Coordinator

2 weeks ago


Fairport Harbor, Ohio, United States Manning & Napier Full time
Job Summary

We are seeking a highly motivated and detail-oriented individual to join our Growth and Development Team as a Service Coordinator. This role offers a unique opportunity to gain hands-on experience in our Client Services Department, working closely with service teams across sales channels to process and expedite client requests. As a Service Coordinator, you will assist with client reporting, meeting preparation, and client interactions, while also collaborating with internal partners on Client Service responsibilities and working on cross-departmental projects.

Key Responsibilities
  • Facilitate system setup for new accounts and ensure proper account coding
  • Process client cash flow requests, investment objective changes, cancellations, and other client directives with accuracy and timeliness
  • Prepare and coordinate client reviews for meetings and mailings
  • Prepare client and third-party data and fulfillment requests
  • Assist with client portal support phone queue
  • Serve as a backup for Service Team members as needed, working directly with clients, prospects, and sales teams
  • Facilitate information exchange between internal and external partners regarding changes/updates on account information
  • Research and work to resolve client problems/issues as appropriate or assigned by the Service Team or Supervisor
  • Escalate problem issues to Service Team or Supervisor as necessary
  • Assist with training new team members on practices and procedures
  • Participate as a backup in Service Coordinator team coverage
  • Serve as a resource for firm initiatives and projects as assigned
Growth and Development Opportunities
  • Meet regularly with a mentor to develop an individualized growth plan
  • Shadow various areas of the firm to gain comprehensive knowledge of the business
  • Partner with different Departments to complete projects and provide support as needed
  • Develop a working knowledge of all products and services offered to clients
  • Complete internal product and investment training program
  • Initiate financial securities licenses and/or credentials
Requirements
  • Bachelor's or Master's degree with an emphasis in Finance, Business, Economics, or a similar program
  • Strong academic record

Compensation: Expected hourly rate $24.00-$26.00/hr



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