Client Service Coordinator
3 days ago
About Us
We are a unique financial and legal services company that provides comprehensive planning solutions. Our team consists of experienced professionals who care for each other, our clients, and the community.
You will be part of our dynamic client care team as a Client Service Specialist. This role is perfect for someone who wants to grow professionally in a multi-disciplinary environment.
Your Responsibilities:
- Provide direct support to our team of advisors and client care specialists.
- Answer phone calls promptly and deliver exceptional customer service.
- Data input, formulation, and review of all pre-meeting advisor materials and accompanying post work ensuring timely completion.
- Prepare, coordinate, and follow through on any needed correspondence with prospects, clients, strategic partners, and vendors.
- Estate Planning and Business Succession Document Preparation.
- Prepare, submit, and track all assigned client servicing tasks in a timely manner.
- Prepare, submit, and process client transactions to include: opening and closing accounts, enrollments/terminations, transferring assets, deposits, withdrawals, account title changes, address changes, etc.
What We Offer
- 100% Employer Funded Health, Dental, and Vision Insurance.
- Company Retirement Plan with Company Match.
- Paid Time Off, Paid Holidays, and Paid Volunteer Days.
- Tuition Incentives.
- Flex Time Opportunities.
- Relocation Expense Assistance.
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