Client Service Coordinator

Summary:
We've partnered with an established financial advisory practice in search of a Client Service Coordinator to support the daily operations of a fast-paced office. The Client Service Coordinator will provide administrative and client service support. This position is fully onsite in Madison, WI and operates full-time Monday-Friday between the hours of 8:00am-5:00pm. Pay is competitive based on experience. Competitive benefits offered.

Responsibilities:
Administrative Support:

• Provide general administrative assistance to maintain smooth office operations
• Prepare correspondence for advisor signature
• Copy, track, and organize client and practice materials, including business correspondence
• Coordinate with the home office on follow-up items
• Schedule client appointments and prepare related agendas/forms
• Place reminder calls/texts and follow-up calls with clients
• Support office team members as needed
• Complete additional allowable tasks assigned by the financial advisor

Client Care:

• Greet clients and provide a welcoming, professional experience
• Draft administrative letters/notes on practice letterhead (anniversaries, sympathy, milestones, etc.)
• Document all client contacts and interactions
• Track client events and conduct outreach per the practice’s contact model
• Respond to and resolve basic client inquiries

Qualifications:

• Post-secondary degree preferred
• 1 years of experience in a financial advisory practice
• Strong organizational and time-management skills
• Professional communication and customer service abilities
• Attention to detail with the ability to manage multiple tasks
• Comfort working in a fast-paced environment
• Ability to follow established guidelines and procedures
• Proficiency with standard office software and equipment

#MMAS

Benefits:

Health Insurance, 401K Plan, Vacation & Paid Time Off