Financial Services Coordinator
4 days ago
As a Financial Services Coordinator at VanWeelden Financial Group, you will play a critical role in helping our clients achieve their financial goals. We are seeking a highly motivated and organized individual with experience in the financial services industry to join our team.
About the CompanyVanWeelden Financial Group is a holistic financial services firm catering to retired and nearly retired clientele. Our services include investment, tax, income, insurance, health, survivor, and estate planning. We pride ourselves on being a unique and innovative company that provides exceptional service to our clients.
**Job Description:**
- Provide exceptional customer service to clients, responding to their inquiries and requests in a timely and effective manner
- Open new accounts and facilitate money transfers for clients
- Manage multiple projects and service requests simultaneously, prioritizing tasks and meeting deadlines
- Document and update client records based on interactions, maintaining accurate and up-to-date information
- Develop and maintain best practices via SOP manual, ensuring consistency and efficiency in our operations
**Requirements:**
- Previous experience in customer service or sales in the financial services industry
- Ability to build rapport with clients and vendors
- Ability to prioritize and multitask
- Positive and professional demeanor
- Excellent written and verbal communication skills
- Ability to autonomously problem-solve
- Comfort with evolving technology
- Highly detail-oriented
**Compensation:** The estimated annual salary for this role is $65,000 - $85,000, depending on experience and qualifications.
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