Summary:
We've partnered with an established financial advisory practice in Stevens Point, WI in search of a Client Service Coordinator to join their team! In this role you'll support the daily operations of a fast-paced office by providing administrative and client service support. This position is fully onsite in Stevens Point, 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
