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Client Services Coordinator

1 month ago

Henderson, Nevada, United States Financial Planning Firm Full time
Job Overview

We are seeking a highly organized and detail-oriented Client Services Administrator to support our financial planning activities remotely.

This role will involve scheduling client appointments, maintaining our retail database, coordinating application completion, handling paperwork, and managing client notes and accounts in Redtail CRM.

The ideal candidate will have strong Microsoft Excel skills, proficiency in Redtail CRM and Docupace system, and experience in bookkeeping is beneficial.

As a Client Services Administrator, you will play a crucial role in ensuring the smooth operation of our financial planning activities.

Key Responsibilities:

  • Schedule client appointments and maintain calendar
  • Update and manage retail database
  • Coordinate application completion with clients
  • Handle paperwork and documentation efficiently
  • Upload and manage client notes and accounts in Redtail CRM

Requirements:

  • Proven experience in a similar role is beneficial but not required
  • Excellent organizational and multitasking abilities
  • Strong attention to detail and accuracy
  • Ability to work independently and remotely
  • Effective communication skills, both written and verbal

Benefits:

  • Remote work opportunity
  • Weekends off
  • Performance bonus eligibility based on achieving business metrics

How to Apply: If you meet the above qualifications and are interested in this opportunity, please submit your resume and a cover letter detailing your relevant experience.