Client Service and Operations Coordinator
4 days ago
We are seeking a highly motivated Client Service and Operations Coordinator to join our team at Vaco. As a key member of our operations team, you will provide critical support to our client advisors, ensuring seamless execution of daily tasks and activities.
In this role, you will be the primary point of contact for all client issues, serving as a liaison between clients and internal teams. Your excellent communication skills and ability to build strong relationships will drive exceptional client satisfaction.
You will work closely with cross-functional teams to ensure timely and efficient resolution of client requests. With a strong background in client service and high-volume sales experience, you will bring valuable insights and expertise to our organization.
This is an excellent opportunity for someone who is passionate about delivering world-class client service and has a proven track record of success in fast-paced environments. If you are looking for a challenging and rewarding role that offers opportunities for growth and development, we encourage you to apply.
Key responsibilities include:
- Providing operational and administrative support to client advisors
- Acting as point of contact for all client issues
- Building client relationships while delivering exceptional customer service
- Working cross-functionally with different departments
To be successful in this role, you will require:
- Over 4 years of client service and high-volume sales experience
- Experience using financial software such as Salesforce, Schwab, TD Ameritrade, NFSC, or Fidelity (highly preferred)
- Bachelor's Degree (highly preferred)
The estimated salary for this position is $60,000 - $80,000 per year, depending on location and qualifications. We offer a competitive benefits package, including health insurance, retirement savings plan, and paid time off. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply.
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