Financial Services Coordinator

6 days ago


Holland, Michigan, United States Kammeraad Financial Group, LLC Full time
About the Job

Kammeraad Financial Group, LLC is a financial planning firm located in Holland, MI, with over 50 years of combined experience. We're committed to providing exceptional financial strategies and holistic plans to our clients.

Job Description

This full-time role involves providing customer support, communicating with clients, and delivering exceptional results. The ideal candidate will have strong client services skills, excellent communication abilities, and previous experience in a customer-facing role.

Responsibilities
  • Communicate effectively with clients and provide outstanding customer support
  • Assist in financial planning processes and perform administrative tasks as assigned
  • Develop and maintain strong relationships with clients
Qualifications
  • Bachelor's degree in Finance, Business Administration or a related field (preferred)
  • Series 7 & 63 licenses or ability to obtain
  • Previous experience in a customer-facing role, preferably in finance or a related industry
Compensation

The estimated salary range for this position is $55,000 - $75,000 per year, based on experience.



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