Client Service Coordinator
Found in: Resume Library US A2 - 1 week ago
Summary
The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.
Essential Duties and Responsibilities
• Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm
• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines
• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
• Deposit checks received and maintain check blotter in adherence to compliance guidelines • Maintain client information in CRM database
• Manage and update mailing lists for birthdays, holidays, and firm marketing efforts
• Order supplies for office and act as point of contact for any infrastructure requests
• Other duties as assigned by CFP®
Knowledge, Skills, and/or Abilities
Advanced computer skills (Outlook, Word and Excel) are essential
Excellent communication skills, both verbally and in writing
Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
Ability to build relationships with clients and internal partners
Education and/or Experience
The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: mutual funds, equities, annuities, insurance, managed accounts and various account registration types
Previous experience in the independent financial services culture preferred.
Previous college level experience in Economics and Finance a Plus
Requirements
Salesforce, Redtail or CRM, Microsoft Office, Phone Etiquette
Benefits
PTO, competitive pay, retirement benefits after 1 year.
-
Client Service Coordinator
1 week ago
Head of Westport, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionFinancial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP® and located in Westport, Massachusetts. Our firm has the ability to deliver a broad range of financial services to help solve the needs of clients and help accomplish their goals.Summary The Client Service Coordinator...
-
Front Desk Coordinator
2 weeks ago
Westport, United States Performance Optimal Health Full timeJob DescriptionJob DescriptionWe're seeking a Front Desk Coordinator to join our team in Westport, CT. As a key member of our team, you'll play a vital role in ensuring a seamless and enjoyable experience for our clients. Your responsibilities will include greeting clients, managing inquiries, scheduling appointments, and maintaining records.In this...
-
Case Worker: Service Coordinator
Found in: Resume Library US A2 - 2 weeks ago
Worcester, Massachusetts, United States Seven Hills Foundation Full timeOverview: $21.74/hr $2500 Sign-on Bonus! Make a difference working closely with the Department of Youth Services casework team providing services for clients and families! The Behavioral Health (BH) Case Worker: Service Coordinator will be responsible for providing direct case work/case management services including service eligibility...
-
Client Relationship and CRM Manager
Found in: Appcast Linkedin GBL C2 - 1 week ago
Westport, United States FoundHer, LLC Full timeClient Relationship and CRM ManagerOur client is seeking a candidate to work directly with its life insurance clients’ policy holders and to manage active ‘leads’ or ‘cases’. The ideal candidate is a motivated self-starter, with strong interpersonal skills, and a demonstrated ability to problem solve. The successful candidate should also have...
-
Client Relationship and CRM Manager
Found in: Appcast US C2 - 1 week ago
Westport, United States FoundHer, LLC Full timeClient Relationship and CRM ManagerOur client is seeking a candidate to work directly with its life insurance clients’ policy holders and to manage active ‘leads’ or ‘cases’. The ideal candidate is a motivated self-starter, with strong interpersonal skills, and a demonstrated ability to problem solve. The successful candidate should also have...
-
Client Relationship and CRM Manager
1 week ago
Westport, United States FoundHer, LLC Full timeClient Relationship and CRM ManagerOur client is seeking a candidate to work directly with its life insurance clients’ policy holders and to manage active ‘leads’ or ‘cases’. The ideal candidate is a motivated self-starter, with strong interpersonal skills, and a demonstrated ability to problem solve. The successful candidate should also have...
-
Client Service Manager-I
Found in: Resume Library US A2 - 1 day ago
Shrewsbury, Massachusetts, United States University of Massachusetts Medical School Full timeOverview: GENERAL SUMMARY OF POSITION: Under the general direction of the Associate Director, the Client Service Manager-I serves as the department’s primary management contact person for both clients (applicants) and Agencies concerning the Disability Determination Process. The Client Service Manager-I acts as a liaison and facilitator between...
-
Client Services Funds Administrator
Found in: Resume Library US A2 - 2 weeks ago
Worcester, Massachusetts, United States Open Sky Community Services Full timeSalary: USD $45,000.00/Yr. Description and Responsibilities: Open Sky is seeking an organized and detail oriented financial administrator to serve in the full-time position of Client Services Funds Administrator. Under the supervision of the Client Services Manager, they will oversee Rep Payee tasks such as monitoring accounts for resource limit, benefit...
-
Catering & Conference Services Coordinator
Found in: Resume Library US A2 - 40 minutes ago
Boston, Massachusetts, United States Omni Hotels & Resorts Full timeLocation: The 1,054-room Omni Boston Hotel at the Seaport is the newest luxury hotel in the City of Boston, and the most significant hotel project in the city for the last forty years. The property features seven outlets for drinking and dining, a signature spa, fitness center, and rooftop pool. It boasts more than 100,000 square feet of meeting and...
-
Small Business Client Service Manager
Found in: Resume Library US A2 - 1 week ago
Natick, Massachusetts, United States Gallagher Full timeAbout Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...
-
Personal Lines Client Service Manager
Found in: Resume Library US A2 - 1 week ago
Natick, Massachusetts, United States Gallagher Full timeAbout Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...
-
Senior Logistics Coordinator- North Aberdeen
1 week ago
Westport, United States KBM RESOURCING LTD Full timeBased North of Aberdeen this client is a global choice for energy logistics. They are currently looking to bring a Senior Logistics Coordinator onboard. The Role Supervision of the company’s forwarding activities with direct responsibility for operational service standards. Following company processes and procedures and ensuring that these are adhered to...
-
Administrative Coordinator
Found in: Resume Library US A2 - 1 week ago
Boston, Massachusetts, United States Tufts University Full timeOverview: Tufts University School of Dental Medicine (TUSDM) offers one of the most forward-looking educational environments in dental medicine in the country. Since its founding in 1868, TUSDM has been committed to leadership in education, patient care, research, and community service. Students obtain an interdisciplinary education, integrated with...
-
Program Coordinator
Found in: Resume Library US A2 - 1 week ago
Leominster, Massachusetts, United States Devereux Advanced Behavioral Health Full timeDescription: If working within a community setting with intellectually and developmentally disabled adults (over the age of 22) where YOU can make a difference sounds like a rewarding career, then consider a career with Devereux Advanced Behavioral Health. Starting at $21.38/hour base pay, additional compensation provided for higher education and...
-
Client Manager, Small Business Benefits
Found in: Resume Library US A2 - 1 week ago
Boston, Massachusetts, United States Gallagher Full timeAbout Us: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential,...
-
Terrain Design Services Artisan
3 days ago
Westport, United States URBN Full timeIn collaboration with the Design lead , the Design Services Artisan creates floral and planted container design projects in-store, off-site, and in private residential/commercial settings. They will work in all weather conditions. Be able to collaborate with the lead designer , take direction and bring good design sense to the teams projects. Have design...
-
Marketing Coordinator
Found in: Resume Library US A2 - 1 week ago
Boston, Massachusetts, United States H&H Full timeH&H is offering an exciting opportunity for a Marketing Coordinator to join a fast-paced and dynamic team in Boston, Massachusetts. This is a multi-faceted growth role covering all aspects of marketing. H&H is a full-service infrastructure engineering firm with more than 135 years of experience steeped in solving complex engineering challenges. Consulting...
-
Project Management Coordinator
Found in: Resume Library US A2 - 6 days ago
Shrewsbury, Massachusetts, United States University of Massachusetts Medical School Full timeOverview: POSITION SUMMARY: The Project Management Coordinator is responsible for assisting with the development and maintenance of project schedules, tracking progress, and anticipating and resolving project delays. Responsibilities: ESSENTIAL FUNCTIONS: Coordinate the management of the project as assigned and facilitate meetings, stage work and...
-
Marketing Coordinator
Found in: Resume Library US A2 - 1 week ago
Watertown, Massachusetts, United States VHB Full timeOverview: ABOUT THE POSITION VHB is seeking a Marketing Coordinator to join the team. This position assists and/or prepares in drafting and producing routine proposals, qualifications, and other marketing materials with close supervision and direction from others. Completes all assignments in compliance with client deadlines, proposal budgets, and quality...
-
Disability Coordinator II
Found in: Resume Library US A2 - 1 day ago
Shrewsbury, Massachusetts, United States University of Massachusetts Medical School Full timeOverview: GENERAL SUMMARY OF POSITION: Under the general supervision of the Operations Manager, this position is responsible for the initial review and processing of all incoming and outgoing written and electronic correspondence, records, disability supplements, medical information, and related materials. This position provides the primary mailing,...