2 Jobs
Robert Weed Corporation is Hiring a Client Coordinator Near Plymouth Meeting, PA
Position Responsibilities:
- Monitor and track all tasks associated with getting a plan in place and keeping it up-to-date.
- Work with the internal team to facilitate a client’s transition to Legacy and deliver ongoing client service and support.
- Work directly with high-net-worth clients and their staff to assist them in completing and processing paperwork.
- Work directly with attorneys, accountants, client’s advisor(s) to keep everyone informed and updated.
- Compile meeting preparation needed for client meetings and ongoing review.
- Initiate and track requests related to investment planning, money movement, account openings, check requests, etc.
- Communicate with clients, verbally and in writing. Maintain a strong working and supportive relationship.
- Deliver superior client service and troubleshoot problems.
- 3 years’ experience in the financial services industry.
- Bachelor’s degree.
- Proficiency in Word, Excel and Outlook.
- Strong analytical skills.
- Organized, detail-oriented, able to multitask.
- “Client first” attitude and ability to build strong relationships.
- Familiarity with customer relationship management (CRM) systems.
- Excellent written and verbal communication skills.
- Team player, collaborative, able to work with and through others.
- Desire and ability to work successfully in an entrepreneurial environment.
- Commitment to Legacy’s Core Values of…Client First, Work Hard, Excellence, Positive Attitude, Respect, Always Do the Right Thing
Job Summary
Full Time
$53k-70k (estimate)
05/31/2024
06/28/2024
robertweede.com
Portsmouth, NH
<25
Related Companies
The following is the career advancement route for Client Coordinator positions, which can be used as a reference in future career path planning. As a Client Coordinator, it can be promoted into senior positions as a Customer Experience Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Coordinator. You can explore the career advancement for a Client Coordinator below and select your interested title to get hiring information.
If you are interested in becoming a Client 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 Coordinator for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Coordinator job description and responsibilities
The Client Services Coordinator provides general administrative support to an office or group of sales professionals.
03/05/2022: Galveston, TX
The Client Services Coordinator provides program support, performs billing functions, and performs other administrative duties.
03/20/2022: Baltimore, MD
The Client Services Coordinator will be responsible for functions related to Program Manager relationship management, audit services and program analytics.
01/20/2022: Birmingham, AL
Client Coordinator also manage a team of production assistants (PAs) and assign them more menial tasks during a production.
03/15/2022: Elyria, OH
Client Coordinator are responsible for tracking any scheduling changes and ensuring the updates are published for crew and talent.
03/27/2022: Nashua, NH
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 Coordinator jobs
Don’t be afraid to ask questions.
01/21/2022: Springfield, MA
Sign up for training opportunities.
03/27/2022: Springfield, OH
Build Relationships That Acknowledge the Whole.
03/26/2022: Poughkeepsie, NY
Build Trust Through Communication.
03/02/2022: San Bernardino, CA
Create unique landing pages for specific topics.
02/28/2022: Lancaster, PA
Step 3: View the best colleges and universities for Client Coordinator.
Similar Jobs
Popular Articles
