Client Service Coordinator

3 weeks ago


Raleigh North Carolina, United States Kestra Financial Independent Advisor Full time
The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills

• 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

Requirements

Basic computer skills (Outlook, Word, Excel and Power Point) are essential

Strong administrative and time management skills with superior attention to detail

Excellent communication skills, both verbally and in writing

CRM knowledge a plus

Benefits

Our firm is a family owned business with high quality clients who have been with us a long time. The work environment is not fast paced, but steady and pleasant. We offer competitive pay, time off, and a retirement plan.



  • Raleigh, United States Banfield Pet Hospital Full time

    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clien Client Service, Coordinator, Service, Hospital, Client, Animal Care, Retail


  • Raleigh, North Carolina, United States Wasserman Full time

    Wasserman is a leading marketing, management, representation and sales business that serves talent, brands and properties on a global scale. We operate at the epicenter of sports, music, entertainment and culture, empowering clients, igniting passions and inspiring fans worldwide. Our brands and properties division works with iconic brands and rights...


  • Raleigh, United States Nextaff Raleigh Full time

    Job DescriptionJob DescriptionClient Services CoordinatorMonday - Friday, 9AM - 5PMHybrid Position (T/TH in-office)Pay: $18/hr.Contract Position through February/March 2025 The Client Services Coordinator works closely with the designated CS team overseeing our client accounts. This role is responsible for supporting various aspects of the candidate and...


  • Raleigh, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionThe Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills• Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for...


  • Raleigh, United States Kestra Financial Full time

    The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm...


  • Raleigh, United States Kestra Financial Independent Advisor Full time

    The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills • Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm ...


  • Raleigh, United States Gotcha Covered Blind and Decorating Center Full time

    Job DescriptionJob DescriptionThe primary duties of the Client Services Coordinator are to schedule appointments for installations, and promptly answer the phone to assist with general client inquiries. Assistance with showroom walk-ins may be needed. At the time of installation scheduling, you will collect client balances and request reviews. Throughout the...

  • Client Coordinator

    2 weeks ago


    Kernersville, North Carolina, United States Solace IT Solutions Full time

    Responsible for achieving maximum efficiency of our internal resources through daily dispatch and scheduling of service requests through Autotask. Requests are submitted via phone call, email, automated alerts, and client portal tickets. It will be your responsibility to ensure clients requests are met quickly and accurately with extraordinary customer...


  • North Charleston, United States Gus Anastopoulo Law Firm Full time

    DescriptionWe are seeking a HIGH ENERGY, creative, and ambitious individual to join our growing Plaintiff's Personal Injury Law Firm. As the Client Services Coordinator, you will manage inbound calls, qualify potential clients, and provide high-level customer service.At the Gus Anastopoulo Law Firm, we provide our team members with an expansive benefits...


  • Raleigh, United States Gotcha Covered Blind and Decorating Center Full time

    The primary duties of the Client Services Coordinator are to schedule appointments for installations, and promptly answer the phone to assist with general client inquiries. Assistance with showroom walk-ins may be needed. At the time of installation scheduling, you will collect client balances and request reviews. Throughout the day, assistance with...


  • Raleigh, NC 27611, USA, United States Banfield Pet Hospital Full time

    Client Service Coordinator needed for Banfield Pet Hospital in Brier Creek, NCSUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator (CSC) drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and...


  • North Charleston, United States Gus Anastopoulo Law Firm Full time

    Job DescriptionJob DescriptionWe are seeking a HIGH ENERGY, creative, and ambitious individual to join our growing Plaintiff’s Personal Injury Law Firm. As the Client Services Coordinator, you will manage inbound calls, qualify potential clients, and provide high-level customer service.At the Gus Anastopoulo Law Firm, we provide our team members with an...


  • Raleigh, North Carolina, United States Gotcha Covered Blind and Decorating Center Full time

    The primary duties of the Client Services Coordinator are to schedule appointments for installations, and promptly answer the phone to assist with general client inquiries. Assistance with showroom walk-ins may be needed. At the time of installation scheduling, you will collect client balances and request reviews. Throughout the day, assistance with...

  • Business Analyst

    2 weeks ago


    Raleigh, North Carolina, United States First Citizens Bank Full time

    Overview: This Process Coordinator position provides advanced project, system and operational support to all Check & Processing Services (CPS)  teams within the Bank. Facilitates operations for  Day 1 and Day 2 Check Processing (Item Processing, Research/Adjustments, Exceptions, Returns), Account Reconcilement Plan (ARP), Positive Pay, Centralized Teller...


  • Raleigh, United States BCI - Brokerage Consultants Inc. Full time

    Client Service Associate | Raleigh, NC (In Office) | ~$70k; flexible based on qualificationsWealth planning firm seeks Client Service Associate with friendly personality, relevant experience/licenses, and enterprising mindset. Responsibilities:Coordinate client meetings and serve as point of contact for greeting clients in-office Assist with account...


  • Raleigh, United States BCI - Brokerage Consultants Inc Full time

    Client Service Associate | Raleigh, NC (In Office) | ~$70k; flexible based on qualifications Wealth planning firm seeks Client Service Associate with friendly personality, relevant experience/licenses, and enterprising mindset. Responsibilities: Coordinate client meetings and serve as point of contact for greeting clients in-office Assist with account...


  • Raleigh, United States TransPerfect Full time

    TransPerfect Is More Than Just a Job… Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards. Who We Are Do you want to work for the global leader in the language services and technology industry? Are...

  • Utilities Engineer

    2 weeks ago


    Raleigh, North Carolina, United States AECOM Full time

    Job Description AECOM is seeking a Utility Coordinator Engineer to support NCDOT and municipal construction projects. The position will be an embedded position at the NCDOT Division 7 offices in Greensboro, NC. Responsibilities: Provides utility coordination services for highway and bridge projects in the NCDOT Division 7 area which includes Guilford,...


  • Raleigh, United States Wasserman Full time

    Wasserman is a leading marketing, management, representation and sales business that serves talent, brands and properties on a global scale. We operate at the epicenter of sports, music, entertainment and culture, empowering clients, igniting passions and inspiring fans worldwide. Our brands and properties division works with iconic brands and rights...


  • Cary, North Carolina, United States WGI Full time

    Overview: We are seeking a Rail Service Coordinator to be part of our Transportation team in our Raleigh, NC Office.   At WGI, you will find talented, passionate associates providing exceptional service in collaborative, team-driven environments, all while having fun and enjoying the work they do. We work to stay ahead of the curve by investing in the...