Financial Services Coordinator
6 days ago
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 DescriptionThis 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
- 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
The estimated salary range for this position is $55,000 - $75,000 per year, based on experience.
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