Financial Services Coordinator

4 weeks ago

Rochester, New York, United States JK Executive Strategies, LLC Full time
Client Services Associate

Rochester, NY

JK Executive Strategies is partnering with a well-respected financial services firm to find a Client Services Associate to join its team. This role offers an exciting opportunity to contribute to a growing team and make a significant impact on client relationships.

As a Client Service Assistant, you'll play a crucial role in maintaining operational efficiency, preparing advisors for client meetings, and delivering top-notch financial plans. If you're someone who thrives on client interaction, excels in teamwork, and possesses strong organizational skills, this is the perfect opportunity for you.

Responsibilities:

  • Help advisors prepare for client meetings.
  • Assist with the delivery of customized financial plans.
  • Use CRM systems efficiently to collect client information for upcoming meetings and documentation.
  • Assist with data entry of all client's financial information.
  • Anticipate advisor needs and handle them proactively.
  • Provide advisors with weekly updates and check-ins.
  • Use excellent customer service skills to build client relationships.
  • Handle phone calls from clients, when appropriate.
  • Work on special projects directly with advisors.
  • Make recommendations to systematize and improve office functionality.
  • Other duties as assigned.

Requirements:

  • Bachelor's degree in finance, accounting, or other business-related discipline or financial industry experience preferred.
  • 2+ years of related professional office experience.
  • Proficiency in Microsoft Office – specifically Excel.
  • Customer Relationship Management (CRM) systems experience would be useful.
  • Ability to communicate, organize and manage time efficiently.
  • Detail-oriented; strong math, decision-making, and analytical skills.
  • Technical aptitude; including strong PC, Internet, and software skills.
  • Ability to effectively prioritize workload and meet deadlines.
  • Capacity to handle multiple tasks at once.
  • Capable of viewing details in the overall context of the client and/or advisor's circumstances.
  • Identify and solve problems efficiently.
  • Possess a positive attitude and a pleasant demeanor.
  • Strong interpersonal, oral, and written communication skills.

Salary Range:

$50-65k

JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.

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