Client Relationship Coordinator

2 weeks ago


Suwanee, Georgia, United States Sourced. Full time
Job Overview

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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