3 Client service coordinator Jobs in Westport, MA
Kestra Financial Independent Advisor is Hiring a Client service coordinator Near Westport, MA
Financial 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 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
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.
Last updated : 2024-05-15
Job Summary
Full Time
$57k-74k (estimate)
05/03/2024
07/15/2024
The job skills required for Client service coordinator include Client Service, Customer Service, Microsoft Office, Communication Skills, Attention to Detail, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service coordinator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service coordinator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client service coordinator positions, which can be used as a reference in future career path planning. As a Client service coordinator, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service coordinator. You can explore the career advancement for a Client service coordinator below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Coordinator, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Coordinator for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Coordinator job description and responsibilities
Client service coordinators help companies meet the clients' specifications and business goals.
12/21/2021: Portsmouth, OH
Additionally, they liaise with various departments to provide solutions to client's problems.
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Providing clients with technical assistance on products and services.
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Responding to service calls from clients or customers and dispatching a particular query to the relevant customer care associate.
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Attention to detail ensures that the client's project and requests are completed on time.
12/30/2021: Fort Lauderdale, FL
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Coordinator jobs
A client service coordinator must have excellent communication and customer service skills, especially on managing and organizing client accounts.
01/01/2022: Provo, UT
The job title of service coordinator can apply to many different fields.
01/12/2022: Helena, MT
These positions require familiarity with customer services tools and programs.
02/06/2022: Muskegon, MI
Candidates for this position must have strong communications skills, superior customer service abilities, effective time-management, and attention to detail.
03/03/2022: Fort Collins, CO
Set developmental goals of personal growth to continually expand personal communication skills with all clients.
03/12/2022: La Crosse, WI
Step 3: View the best colleges and universities for Client Service Coordinator.
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