Financial Services Coordinator
6 days ago
The Client Service Coordinator reports to the Operations Director and plays a critical role in delivering exceptional client experiences. This position requires strong customer service skills, attention to detail, and effective time management.
Key Responsibilities:- Supports Financial Advisors/Operations Directors by handling administrative tasks and providing superior client support.
- Engages with clients regularly through appointment scheduling, correspondence, and phone calls, ensuring seamless communication.
- Assists in meeting preparation and follow-up, including document assembly, report generation, and post-meeting documentation.
- Processes and submits account paperwork and requests, utilizing paperless procedures where available.
- Maintains client information in CRM databases and updates mailing lists for birthdays, holidays, and marketing efforts.
- Orders office supplies and serves as a point of contact for infrastructure requests.
- Additional duties as assigned by Senior Client Service Associates.
Required Skills:
- Advanced computer skills, including Outlook, Word, Excel, and PowerPoint.
- Strong time management and organizational skills, with the ability to work independently and manage multiple tasks.
- Excellent communication skills, both verbally and in writing.
Education and Experience:
- Bachelor's degree in a business-related field preferred.
- Minimum 2 years of experience in the financial services industry, with a good understanding of broker/dealer operations and financial services products.
Estimated Salary: $45,000 - $60,000 per year, depending on location and experience.
Kestra Financial Independent Advisor offers a competitive salary and benefits package, including health insurance, retirement plans, and paid time off.
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