Financial Services Coordinator
6 days ago
Job Summary
We are seeking a highly skilled Financial Services Coordinator to provide exceptional client service and support to our team of financial advisors. This role is ideal for individuals with 2-5 years of experience in the financial services industry, who possess excellent communication skills and a passion for delivering high-quality results.
Responsibilities:
- Perform operational tasks to ensure seamless client experiences, including check requests, wiring funds, and address changes.
- Research client information through our back-office system and maintain accurate records.
- Process paperwork for new and existing clients, ensuring timely and thorough completion.
- Maintain existing client relationships by processing requests, resolving inquiries, and updating key information.
- Prepare and review account paperwork to ensure completeness and accuracy.
Requirements:
- 2-5 years of experience in the financial services industry.
- Bachelor's degree in finance or related field.
- Experience with Customer Relationship Management software.
- Excellent communication and interpersonal skills.
- High character and integrity, with a strong sense of responsibility.
Benefits:
- Estimated salary: $60K-$80K per year.
- Paid Time Off (PTO): 10 days per calendar year.
- Pay Increases: Increased pay and inflation adjustments annually.
- Holidays: 10 paid holidays per year, with extended time around Thanksgiving and Christmas.
- Health Benefits: Comprehensive health plan available.
- Retirement: 3% contribution to 401k.
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