Wealth and Financial Support Specialist
2 weeks ago
The Client Experience Coordinator provides direct support to the Wealth/Financial Advisor(s) at Northwest FCU. The CSAs role is to help enhance the client experience by servicing the clients needs and providing administrative support to the Advisor in their daily business operations. Key responsibilities include:
- Scheduling appointments and meetings with clients
- Maintaining accurate records and reports
- Preparing correspondence and other documents
- Providing exceptional customer service to clients and internal stakeholders
Requirements:
To be successful in this role, you will need excellent communication and organizational skills, as well as the ability to work independently and as part of a team. You will also need to be proficient in Microsoft Office and have experience with CRM systems. If you are a results-driven professional who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.
What We Offer:
We offer a competitive salary of $50,000 - $70,000 per year, depending on experience, plus a range of benefits including medical, dental, and vision insurance, 401(k) matching, and paid time off.
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