Client Services Coordinator

4 days ago


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

We are seeking a highly organized and detail-oriented Client Services Administrator to join our team remotely. As a key member of our financial planning firm, you will play a crucial role in supporting 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
  • Plan and organize financial planning events throughout the year
  • Attend financial planning events 2-4 times a week in the evening
Requirements
  • Proficiency in Redtail CRM and Docupace system preferred
  • Strong Microsoft Excel skills
  • Experience in bookkeeping is beneficial
  • Notary certification required
  • Paralegal experience is a bonus
  • Must have a can-do attitude and willingness to learn
  • Must be willing to submit a background check prior to being hired
What We Offer
  • Remote work opportunity
  • Weekends off
  • Performance bonus eligibility based on achieving business metrics

We welcome candidates with a can-do attitude and a willingness to learn. Prior to hiring, candidates must be willing to undergo a background check. We look forward to reviewing your application



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