Client Services Coordinator
2 days ago
About The Bulfinch Group
We are a dynamic team of financial services professionals dedicated to delivering exceptional client experiences. As a Client Services Coordinator, you will play a vital role in supporting our clients' financial goals and objectives.
Key Responsibilities
- Manage client engagement, including documentation for investment account opening and life and disability insurance underwriting.
- Maintain client demographics and data records through our CRM and financial planning portals.
- Respond promptly to client service requests and effectively communicate with the planning team to ensure a high-quality client experience.
- Assist in executing online marketing campaigns and client events to enhance the overall client service experience.
About You
We are seeking a highly motivated and organized individual with excellent communication skills and a strong attention to detail. If you are a team player who is comfortable learning new technologies and is committed to delivering exceptional client service, we want to hear from you.
Qualifications
- Excellent communication skills, both written and verbal.
- Strong attention to detail and ability to thrive in a multitasking environment.
- 1-3 years of professional experience within the Financial Services industry is preferred but not required; relevant experience in another industry is applicable.
- Comfortable learning new technologies and being a go-to partner for others.
- Comfortable with working remotely but has the ability to occasionally travel to our Needham office for training and meetings.
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