Client Services Coordinator

2 weeks ago

Watertown, New York, United States First Command Financial Services, Inc. Full time

The perfect candidate will demonstrate exceptional standards, outstanding communication abilities, and possess a proactive approach to managing daily responsibilities. A strong capacity to lead and adhere to tight deadlines will be crucial for success in this diverse role.

Key Responsibilities

  • Deliver outstanding service to all clients
  • Organize and maintain files and records within the client database
  • Prepare essential documentation ahead of client meetings
  • Coordinate client appointments and ensure confirmation prior to the scheduled date
  • Provide necessary pre-appointment documentation to clients
  • Accurately complete and submit required paperwork following a transaction
  • Manage and distribute client-related tasks
  • Achieve proficiency in all relevant software applications, including the client database
  • Screen incoming calls for Advisors and respond appropriately
  • Handle incoming correspondence, including mail and electronic communications
  • Assist in resolving issues and serve as the liaison between Advisors and various business partners
  • Keep Advisors and team members informed about ongoing business, production, and developments

Qualifications

  • 1 to 2 years of general office experience preferred but not mandatory
  • Exceptional organizational, written, and verbal communication skills
  • Familiarity with various software applications such as MS Word and Excel
  • Ability to manage multiple tasks and excel in a dynamic environment
  • Self-driven and motivated
  • Associate's degree or equivalent professional experience preferred
  • Successful completion of background checks and required employment documentation

What We Offer

This is a small office with a growing team of financial advisors seeking additional administrative assistance. We provide a supportive office culture and can offer unparalleled flexibility to the right candidate. We are looking for full-time support to join our team.

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