Client Services Coordinator
4 days ago
Kingsguard Capital is a leading financial firm specializing in retirees. We are seeking a Financial Administrative Assistant who can juggle tasks like a pro while keeping a smile on their face.
As our Financial Administrative Assistant, you will be responsible for handling everything from scheduling client meetings to keeping our office running like a well-oiled machine. You will assist our advisors with client communications, maintain records, and ensure our clients always feel they're in good hands.
We offer competitive pay, benefits, and a positive work environment where your contributions are valued. If you're ready to bring your talents to a team that cares about high standards and great service, apply today.
Responsibilities:
- Complete & process new business applications
- Receive incoming client service calls in a friendly, warm manner
- Process & follow up on client service requests
- Update & review database/CRM to reflect account status regarding new business and/or service
- Maintain an organized, compliant, and efficient filing system
- Follow up on pending business and contact individual clients with updates
- Assist Advisors with pre-appointment requirements
- Gather account values and complete client review summary for upcoming appointments
- Prepare & manage a weekly report on new business submitted, new business issued, and servicing requests
- Assist Advisors with educational workshops & client events as needed
Estimated Salary: $47,000 - $57,000 per year
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