Client Services Coordinator

4 weeks ago


Southlake, Texas, United States MUCH FINANCIAL SERVICES, INC. Full time

Client Service Administrator

We are seeking a highly skilled Client Service Administrator to join our team at Much Financial Services, Inc. in Southlake, TX. The ideal candidate will have a strong desire to work in the financial industry long-term and contribute to the growth of our business.

Job Summary:

The purpose of this position is to service the existing client base with all service requests, including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation.

Key Responsibilities:

  • Receive incoming client service calls in a friendly manner.
  • Complete each service request and resolve client issues.
  • Prepare client review summary for upcoming appointments.
  • Maintain professional communication with clients and staff.
  • Assist with client updates, reports, and mailings.
  • Assist in setting client appointments.
  • Provide marketing support as needed.

Requirements:

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

Benefits:

  • $40,000-$50,000 salary.
  • Benefits.
  • Flex time.


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