The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.

• Supports Financial Advisor/Operations Director 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 Senior Client Service Associate
• Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
• 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 and influence others without direct control
• The ideal candidate will have 2 years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and
• Previous experience in the independent financial services culture preferred

Knowledge, Skills, and/or Abilities

• Advanced computer skills (Outlook, Word, Excel and Power Point) 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 relatonships with clients and internal partners and influence others without direct control

• Bachelor’s degree in a business-related field preferred

• 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: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Previous experinece in the independent financial services culture preferred

Certificates, Licenses, Registration

• Series 7 and 65/66 preferred (or ability to obtain)