Client Support Coordinator

3 weeks ago


Melville, New York, United States Gregory A Mosick Full time
Our Ideal Candidate
We are looking for a motivated and organized Client Support Coordinator to join our team at Gregory A Mosick. If you have:
  • Experience in the Financial Advisor Industry
  • Proficiency in Social Media communication and Microsoft Office Suite
  • A strong attention to detail and organizational skills

Responsibilities
As a Client Support Coordinator, your responsibilities will include:
  1. Assisting with day-to-day operations, including organizing and managing client paperwork
  2. Communicating with clients to resolve service issues and address their needs
  3. Preparing and sending new business paperwork, including forms, signatures, and documents

Compensation and Benefits
We offer a competitive salary of $45,000 per year, along with benefits that support your career growth and well-being.

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