Financial Services Coordinator
2 weeks ago
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
- 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
- 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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Client Services Coordinator
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