Administrative Support Specialist
1 week ago
Client Services Coordinator
Are you a reliable and detail-oriented individual with excellent interpersonal abilities and a commitment to client satisfaction? If you seek fulfillment in your career with a vibrant organization, we have an exciting opportunity for you. Our esteemed Financial Planning firm, Dworetsky Financial, is in search of a Client Services Coordinator to facilitate seamless daily operations while delivering exceptional service to our clients and team members.
The ideal candidate will possess a minimum of 2 years of experience in an office or administrative role and will be adept at managing various tasks such as handling phone calls, overseeing calendars, and maintaining databases, as well as warmly welcoming clients.
This position is crucial in ensuring that clients enjoy a remarkable and positive experience.
Minimum Qualifications:
- Bachelor's degree is preferred but not mandatory
- 2+ years of experience in a professional office setting and fast-paced environment
- Proficient in MS Office Suite
- Familiarity with CRM systems
- Experience in the financial industry is a plus, but not required
Essential Skills:
- Strong organizational abilities and keen attention to detail
- Proficient in filing, operating phone systems, faxing, and using scanners
- Excellent verbal and written communication skills
- Effective calendar management
- Polished interpersonal and presentation skills
- Exceptional telephone etiquette
- Genuine and caring demeanor
- Outstanding client service orientation
- Able to thrive in a time-sensitive environment and adapt to changes while maintaining quality
Key Responsibilities:
This role will support the team in upholding exceptional customer service to surpass client and regulatory expectations by performing daily tasks such as:
- Answering phones and greeting clients warmly
- Ensuring that vendor supplies are adequately stocked for client meetings
- Accurately recording notes from client interactions
- Entering and maintaining client and prospect databases
- Managing the filing system
- Participating in and contributing to team meetings
- Keeping the office environment organized and immaculate
- Maintaining compliance files relevant to the industry
- Assisting in organizing events and preparing promotional materials
- Coordinating various vendor and client events
- Drafting and sending letters to clients for various purposes upon request
- Prioritizing daily tasks for effective time management
- Providing general backup support for other positions as needed
Compensation:
- $40,000-$50,000
Benefits:
- Health Insurance
- Potential for flexible working hours
Work Schedule:
- Monday – Friday: 9:00 am – 5:00 pm
- Possibility of attending seminars
Presented by Advisor Employee Services Thank you for considering the Client Services Coordinator position. Advisor Employee Services, a consulting firm, represents top financial advisors across the nation in their hiring needs. We are committed to identifying the precise personnel requirements of established financial advisors.
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