Client Services Coordinator

5 days ago


Franklin, Tennessee, United States Beacon Capital Management, Inc Full time

About the Role:

Beacon Capital Management, Inc. is seeking a highly organized and detail-oriented Client Services Administrator to join our team. As a Client Services Administrator, you will play a critical role in supporting our Financial Advisors in delivering exceptional client service.

Key Responsibilities:

  • Provide administrative support to Financial Advisors, including onboarding new clients and servicing existing clients
  • Manage client service requests, including beneficiary changes, withdrawals, and database management
  • Prepare client review summaries and assist with client updates, reports, and mailings
  • Assist with client appointments and maintain professional communication with clients and staff
  • Work independently with Financial Advisors and assist other team members as needed

Requirements:

  • Associate degree preferred
  • Financial industry experience required
  • 2+ years working alongside a Financial Advisor in a fast-paced office environment preferred
  • Experience with MS Office Suite and ability to learn new software quickly
  • CRM experience

Benefits:

  • Health Insurance
  • PTO
  • 401K Match

Work Schedule:

  • Monday-Thursday: 8:30 am -5:00 pm
  • Friday: 8:30 am – 4:00 pm


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