Financial Services Coordinator

1 month ago


Washington, Washington, D.C., United States Talently Recruiting Full time
Client Services Associate

At Talently Recruiting, we're seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a key member of our financial services team, you will play a critical role in supporting our financial advisors and clients.

Responsibilities:
  • Client Support: Coordinate with clients, advisors, and custodians to set up new accounts, transfer assets, and process money movements.
  • Meeting Coordination: Schedule meetings with clients and advisors using email, Salesforce, and calendar software, or Webex.
  • Pre-Meeting Preparation: Update agendas in Word or Excel and run reports in our portfolio management software to ensure a seamless client experience.
  • Proactive Support: Anticipate client needs and enable advisors to maximize their time, ensuring timely completion of requests.
  • Team Collaboration: Work in a team-based environment where teammates help each other during heavy workloads, prioritizing client needs.
Requirements:
  1. Experience: 2+ years in a client service role in the financial services industry.
  2. Technical Skills: Robust PC knowledge, typing skills, and proficiency in Microsoft Office Suite.
  3. Priority Management: Ability to handle multiple priorities and requests from advisors and clients.
  4. Workflow Technology: Experience working daily with a workflow technology system.
  5. Salesforce Experience: Prior experience with Salesforce.
  6. Education: Bachelor's degree preferred.


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