What are the responsibilities and job description for the Client Services Coordinator position at Synergy Wealth Solutions?
Company Description Synergy Wealth Solutions is a financial services firm built on the belief that collaborative teamwork creates stronger outcomes for clients and team members. In partnership with MassMutual since 1851, the firm provides holistic and comprehensive financial solutions designed to help clients protect their futures and build lasting legacies. Synergy Wealth Solutions focuses on premier products and high-value service. The organization is guided by core values of trust, integrity, excellence, teamwork, and service, and maintains transparent licensing and disclosures to support client confidence and regulatory compliance.
Role Description The Client Services Coordinator is a full-time, on-site role based in Columbia, MO. This position supports financial professionals and clients by managing daily administrative tasks, coordinating client appointments, and maintaining accurate documentation and records. The role involves responding to client inquiries, providing proactive follow-up, and ensuring a positive client experience through clear, timely communication. The coordinator will assist with onboarding new clients, processing service requests, and supporting basic sales and marketing activities such as preparing presentations and materials. Collaboration with internal team members, adherence to compliance standards, and consistent use of firm systems and processes are key aspects of the day-to-day responsibilities.
Qualifications
- Candidates should possess strong Client Services and Customer Service skills, with a focus on building relationships and delivering a high standard of support.
- Candidates should possess clear and professional Communication skills, including the ability to handle phone, email, and in-person interactions effectively.
- Candidates should possess solid Administrative Assistance capabilities, including organizing schedules, managing documentation, and using office software efficiently.
- Candidates should possess basic Sales support skills, such as preparing client materials, assisting with follow-up, and supporting business development efforts.
- Relevant qualifications include prior experience in financial services or a professional office setting, strong attention to detail, and the ability to manage multiple priorities.
- Ability to work collaboratively in an on-site team environment in Columbia, MO, with a client-focused mindset and commitment to confidentiality.
- Proficiency with common productivity tools (e.g., Microsoft Office or similar), and willingness to learn firm-specific systems and compliance procedures.
- Associate’s or bachelor’s degree in business, finance, communications, or a related field, or equivalent combination of education and experience, is preferred.