Senior Client Services Coordinator

4 days ago


Oak Brook, Illinois, United States Geiger Wealth Full time
Job Overview

We are seeking a highly skilled and detail-oriented individual to join our team as a Senior Client Services Coordinator. This role is responsible for ensuring seamless day-to-day operations, providing exceptional customer service, and managing all aspects of the client experience at Geiger Wealth.

This includes application submission and account transfer follow-up, incoming client calls, outbound follow-ups, appointment setting, calendar management, database management, and client appointment preparation.



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