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Senior Financial Services Coordinator

2 months ago

San Ramon, California, United States Summit Financial Group, LLC Full time
{"title": "Client Services Coordinator", "description": "Client Services Coordinator

Summit Financial Group, LLC is a leading financial services firm in the San Francisco Bay Area, dedicated to providing innovative financial solutions and exceptional client service.

We foster a dynamic and inclusive workplace, promoting professional growth and collaboration. We are seeking a motivated, talented, and dedicated Client Services Coordinator to join our team.

Key Responsibilities:

  • Calendar management and organization
  • Providing exceptional client support and service
  • Review preparation and processing
  • New account setup and onboarding
  • Money movement and transaction processing
  • Updating client records in our CRM system
  • Event planning and coordination

Ideal Candidate:

You are a self-starter with a positive attitude, who thrives in a team environment. You are someone who loves a challenge, possesses a high level of integrity, and will work diligently and efficiently to exceed expectations.

Requirements:

  • Minimum of 3 years of experience in a financial services support role
  • Exceptional interpersonal, written, and verbal communication skills
  • Impeccable attention to detail and organizational skills
  • Excellent time management skills and the ability to prioritize and shift your workload to meet deadlines
  • Ability to maintain a positive team attitude in a fast-paced environment
  • Strong working knowledge of custodial platforms, CRM platforms, financial planning platforms, and eSignature platforms
  • Proficiency in Microsoft Office 365
  • Bachelor's degree preferred

Why Summit Financial Group, LLC?

We are deeply committed to our team and encourage a GROWTH mindset, believing that everyone can lead an abundant life by practicing gratitude and investing in one another and in our community. Alongside your competitive compensation package, Summit offers a progressive bonus program where employees who exhibit the Abundance Mindset share in the firm's financial success.

Perks & Benefits:

  • Competitive salary and benefits package, including medical, dental, and vision insurance, HSA, 401(k), EAP, Charitable Match, and education reimbursement programs
  • Professional development and career advancement paths
  • Opportunity to work with a talented and dedicated team committed to enriching the lives of others
  • Opportunities to give back to the community through paid volunteer time and company-sponsored employee charity donations
  • Complimentary beverages and snacks
  • Regular happy hours and team/firm activities
  • Office conveniently located within walking distance of three major shopping and dining hubs featuring popular restaurants, grocery stores, and retail shops

We are committed to creating a diverse and inclusive environment that fosters learning and celebrates diverse backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer, dedicated to providing a work environment free of harassment and discrimination.

"}