Client Services Coordinator
Client Services CoordinatorÂ
DESCRIPTION
In an entrepreneurial environment, the Client Services Coordinator is analytical and detail-oriented with the ability to find solutions using a variety of sources. You gather requirements in preparation for the implementation of financial plans as well as the support product driven sales.
RESPONSIBILITIES
- Gather, organize, and process data entry for account paperwork preparation to service new and existing clients
- Assists with implementing, monitoring, servicing, and follow-up on various financial planning processes and product related activities.
- Improves operating efficiency through the use of technology.
- Communicates with fund companies and money managers on behalf of advisor or client
- Engages with clients’ attorneys and accountants as needed
QUALIFICATIONS
- Strong desire to pursue career in the financial services industry
- Proficient in Microsoft Office Suite of products
- Well-organized and responsible with an aptitude in problem-solving