Client Relationship Coordinator
2 weeks ago
Position Title: Client Service Specialist
What We Seek
An outstanding opportunity exists within a premier financial advisory firm for a dedicated Client Service Specialist.
In the role of Client Service Specialist, you will deliver exceptional client support, address non-advisory inquiries, resolve challenges, and play a vital role in the firm's overall success.
Compensation and Benefits
- Salary Range: $60,000-$70,000
- Medical Coverage
- 401(k) Plan with 4% Employer Match
- Paid Time Off
- Holidays Off
- Opportunities for Professional Growth
Company Culture and Values
Our client fosters a collaborative workplace that emphasizes accountability, meticulous attention to detail, and a commitment to delivering the highest level of client care.
Your Key Responsibilities
- Serve as the primary point of contact for clients, ensuring that relationships are nurtured and strengthened.
- Assist clients and the advisory team with all non-advisory inquiries and documentation, including processing forms and applications necessary for business transactions.
- Maintain and update the CRM software and contact management database for effective sorting, reporting, and scheduling.
- Handle all non-advisory tasks for the advisory team.
- Collaborate with team members to ensure seamless client experiences.
- Manage all aspects of client meeting administration, including scheduling, document preparation, and note-taking.
- Oversee the management of client birthday cards and gifts, including ordering and sending.
- Track and manage office supply inventory to ensure adequate stock levels.
- Answer incoming calls and route them appropriately.
- Welcome visitors and offer refreshments to clients with scheduled meetings.
- Handle incoming mail and deliveries.
- Process outgoing mail and shipments.
- Conduct bank deposits.
Qualifications Required
- Basic understanding of financial and investment operations.
- Excellent verbal and written communication skills.
- Strong analytical and problem-solving abilities.
- Ability to prioritize and manage multiple tasks effectively.
- Customer-focused mindset with a passion for exceptional service.
- Proficiency in relevant financial planning software (e.g., CRM systems).
- Previous experience in financial services, banking, or a related field is essential.
*Compensation is flexible based on relevant skills and qualifications, as determined by the talent acquisition lead.
*Sourced. is hiring on behalf of this company and will assist all candidates throughout the hiring process. Client confidentiality will be maintained until candidates are approved for interviews.
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