Financial Services Coordinator

4 days ago


Reston, Virginia, United States Curran Financial Partners Full time
Client Service Concierge

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.
Requirements:
  • Bachelor's degree preferred.
  • 3+ years of experience in the financial industry or equivalent preferred.
  • Proficient in MS Office Suite.
  • CRM experience.
Benefits:
  • Unlimited PTO.
  • Health, dental, and vision insurance.
  • 401(k) with 6% match.
Compensation:
  • $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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