Financial Services Coordinator
4 days ago
We are seeking a highly skilled and detail-oriented Client Service Concierge to join our team at Curran Financial Partners in Charleston, SC. The ideal candidate will possess excellent client interaction skills, strong organizational abilities, and a passion for delivering exceptional customer service.
Key Responsibilities:- Provide warm and professional greetings to clients, ensuring a positive atmosphere in our office.
- Schedule client visits and manage the office calendar using our CRM system.
- Answer and direct phone calls, responding promptly to client inquiries.
- Collaborate with advisors to resolve client issues and concerns.
- Follow up with clients and prospects through our CRM system to keep them informed about service issues or concerns.
- Perform general administrative tasks, including data entry and mail distribution.
- Assist with special projects as needed to support the team.
- Bachelor's degree preferred.
- 3+ years of experience in the financial industry or equivalent preferred.
- Proficient in MS Office Suite.
- CRM experience.
- Unlimited PTO.
- Health, dental, and vision insurance.
- 401(k) with 6% match.
- $45,000-$55,000.
Curran Financial Partners is a reputable financial services firm dedicated to providing exceptional client experiences. If you are a motivated and detail-oriented individual with a passion for delivering outstanding customer service, we encourage you to apply for this exciting opportunity.
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Financial Services Coordinator
3 weeks ago
Reston, Virginia, United States Magellan Financial & Insurance Services, Inc. Full time{"title": "Executive Assistant", "description": "Financial Advisor Assistant at Magellan Financial & Insurance Services, Inc.Location: Not specifiedJob Type: In-office positionAbout Us: Magellan Financial & Insurance Services, Inc. is a forward-thinking organization that empowers advisors and consistently delivers exceptional service to our clients.The Role:...
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Financial Services Coordinator
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