Financial Services Coordinator
5 days ago
**About the Role**
We are seeking a highly motivated and organized Financial Services Coordinator to join our team in Greensburg, PA. As a BOA, you will play a critical role in helping clients achieve their long-term financial goals.
**Responsibilities**
- Deliver exceptional personalized service to ensure clients feel understood and informed
- Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
- Actively listen for situations in the clients' lives that may indicate a need for additional services
- Drive marketing activities such as planning and executing events
**Requirements**
- Ability to deepen and broaden client relationships
- Ability to identify opportunities to create efficiency
- Strong ability to work independently
- Ability to manage multiple priorities in a deadline-driven environment
- Proficient in current and new office technology
- Willingness to learn how financial services/markets work
**What We Offer**
- A comprehensive 6-month training program including an experienced peer to help mentor you
- A wide support network that extends from your branch office to your region to the home office
We offer a competitive salary of $50,000 - $70,000 per year, based on experience and qualifications.
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