Client Services Coordinator

2 weeks ago


Fairport Harbor, Ohio, United States Manning & Napier Full time
Job Summary

We are seeking a highly motivated and detail-oriented Client Services Coordinator to join our team at Manning & Napier. As a Client Services Coordinator, you will play a critical role in providing exceptional client service and support to our clients. This is an exciting opportunity to gain hands-on experience in the financial services industry and develop your skills in client relations, communication, and problem-solving.

Key Responsibilities
  • Facilitate system setup of new accounts and ensure proper account coding
  • Process client cash flow requests, investment objective changes, cancellations, and other client directives, ensuring accuracy and timeliness
  • Prepare and coordinate client reviews for meetings and mailings
  • Prepare client and third-party data and fulfillment requests
  • Assist with client portal support phone queue
  • Serve as a backup for Service Team members as needed, working directly with clients, prospects, and sales teams
  • Facilitate information exchange between internal and external partners in regard to changes/updates on account information
  • Research and work to resolve client problems/issues as appropriate or assigned by the Service Team or Supervisor
  • Escalate problem issues to Service Team or Supervisor as appropriate
  • Assist with training new team members on practices and procedures
  • Participate as a backup in Service Coordinator team coverage
  • Serve as a resource with regards to firm initiatives and projects as assigned
Growth and Development
  • Meet regularly with mentor to develop individualized growth plan
  • Shadow all areas of the firm to gain comprehensive knowledge of the business
  • Partner with various Departments to complete projects and provide support as needed
  • Develop working knowledge of all products and services offered to clients
  • Complete internal product and investment training program
  • Initiate financial securities licenses and/or credentials
Qualifications
  • Bachelor's or Master's degree with an emphasis in Finance, Business, Economics, or similar program
  • Track record of strong academic achievement
Compensation

Expected hourly rate $24.00-$26.00/hr



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