Client Support Coordinator

1 week ago

Columbus, Ohio, United States #twiceasnice Recruiting Full time

Client Support Coordinator –
Financial Services Company with a 4.8 on Glassdoor

Location: Columbus, OH
(near Huntington Park)

Salary: $63,000-$70,000

Benefits: Medical, Dental Vision, Life PTO, Holidays, Company-Based Incentives, Profit-Sharing

Start Date: ASAP

Job Type: Full-Time

Typical Hours: M-F, 8:30 am – 5:00 pm
(some flexibility);
Great Work/Life Balance

Sponsorship not available

Client Support Coordinator (administrative/operations/customer service) Description

Our client, a privately held financial services company, is looking for a Client Support Coordinator to join their office in Columbus, OH. In this role, you will perform a variety of administrative tasks while also handling direct client communications. Due to our client's scope of work, the tasks you will be supporting are often highly confidential and more complex in nature. A willingness to learn, serve, and collaborate are critical to success in this role. While a financial services support background would be helpful, they have the right resources and onboarding in place to lessen the learning curve. After all, you'll be taking over for a long-standing team member who is retiring after more than 30 years with the company. Their company is rooted in service and with over 100 employees across multiple locations, they do not let results get in the way of doing the right thing. Both for their clients and their employees. With a
4.8 on Glassdoor and many accolades for being one of the top workplaces in the area
, this is an excellent opportunity for someone who has a passionate heart, giving spirit, and an organized approach to administrative work. Do not miss your chance to partner with a leadership team that prioritizes work/life balance, culture, and community.

Client Support Coordinator (administrative/operations/customer service) Responsibilities

  • Develop working knowledge of client accounts
  • Handle direct client communications, including phone and email
  • Prepare new account paperwork for advisory accounts, IRAs, mutual funds, etc.
  • Arrange paperwork for account transfers ensuring accuracy and timeliness
  • Compose and type correspondence to clients, businesses and financial institutions
  • Process all types of cash flow management including checks, ACHs, transfers, etc.
  • Serve as a liaison between internal teams and financial institutions
  • Craft meeting booklets for wealth management review of client portfolios
  • Assist with client communications including quarterly client reports
  • Help with special projects (client events, holiday cards, client gifts, etc.)
  • Schedule meetings and manage portfolio manager's calendar
  • Pursue ongoing professional development

Client Support Coordinator (administrative/operations/customer service) Qualifications

  • 3 years of office-based client support experience required
  • Experience collaborating across departments to meet client goals required
  • Ability to work onsite required

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