2 Jobs in Davenport, IA
FIG Talent Solutions is Hiring a Client service coordinator Near Davenport, IA
JOIN OUR TEAM TODAY!
One of our top Financial Firms has a Client Services Associate / Business Processor position available. They were recognized in 2023 as one of the Fastest Growing Companies by the QCBJ and are continuously nationally recognized as a top producer.
They specialize in providing comprehensive financial and wealth management services, focusing on retirement planning and tax efficiency for individuals nearing or in retirement.
YOUR ROLE :
As part of the Client Services Function, you will assist with the operations associated to business processing and monetary transfers, policy deliveries, customer service and handling requests.
HOW YOU WILL MAKE AN IMPACT :
- Provide customer service for incoming queries
- Manage monetary transfers and transactions
- Collaborate with the advisor team on new business and service paperwork
- Document and update client accounts
- Develop and maintain a knowledge base of products offered by the firm
WHY YOU ARE THE RIGHT PERSON :
- 2 years of experience in a Client Services role within a financial services practice or in an application processing position- preferred not required
- Strong attention to detail
- Proficiency in Microsoft Office Suite and experience with client management software
Benefits :
- Salary Range $55,000 - $65,000
- Competitive bonuses
- 3% safe-harbor 401(k) employer contribution
- Single Health insurance (fully paid by company)
- Generous PTO Program- 3 weeks after the first year
- Optional Aflac supplemental insurance plans available at a reduced cost
Last updated : 2024-05-29
Job Summary
Full Time
$57k-75k (estimate)
04/30/2024
08/29/2024
The job skills required for Client service coordinator include Client Service, Customer Service, Microsoft Office, Attention to Detail, Financial Services, Wealth 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.
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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.
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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.
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The job title of service coordinator can apply to many different fields.
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These positions require familiarity with customer services tools and programs.
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Candidates for this position must have strong communications skills, superior customer service abilities, effective time-management, and attention to detail.
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Set developmental goals of personal growth to continually expand personal communication skills with all clients.
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Step 3: View the best colleges and universities for Client Service Coordinator.
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