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Client Services Coordinator

2 months ago

Erie, Pennsylvania, United States Hbkcpa Full time

Client Services Coordinator

Job Category: Administrative

Requisition Number: CLIEN001504

Job Overview

HBKS Wealth Advisors, a prominent regional financial planning and investment advisory firm, is in search of a Client Services Coordinator.

The Client Services Coordinator will play a vital role in assisting multiple Financial Advisors in addressing the needs of the firm's clientele. The ideal candidate will possess exceptional communication abilities and demonstrate a commitment to executing tasks and projects with precision and efficiency.

Key Responsibilities:

  1. Performing administrative duties, including organizing and preparing for Advisor/client meetings and managing incoming calls.
  2. Addressing client inquiries in a prompt and effective manner.
  3. Processing new and existing business transactions, which encompasses account openings and closures, managing check deposits and withdrawals, and maintaining account records.

Qualifications:

Skills:

  • Outstanding communication and organizational skills.
  • Proficiency in computer applications.

Education:

Preferred:

Bachelor's degree in Finance or a related discipline.

Experience:

Licenses & Certifications:

Financial services or securities industry experience is preferred.