Savage & Associates has an exciting opportunity to join one of our advisor teams! A strong focus of the advisory team is to deliver an exceptional client experience, and this is accomplished with dedicated professionals working together to serve the client.
The Role:
As a Client Support Coordinator, you will be focused on numerous steps of the client review process including:
*Preparing updates and sharing those with the advisor in advance of a client review meeting
*Attending the client review meetings and updating the clients’ electronic files in real time during the review meeting
*Coordinating follow up service and support items identified in the meeting
As a Client Support Coordinator, you will be involved with interacting with the internal compliance as well as the broker dealer to:
*Seek answers to questions which arise in support of a client
* Seek clarity on a question which arises
*Help solve client inquiries
Qualifications:
*Experience: 2+ years of experience in client services and/or administrative support-preferably in the financial services industry
*Excellent communication skills
*Organization-Attention to detail is important.
*Education: Associates or Bachelor’s degree in business or related field preferred
Compensation and Benefits
*Competitive compensation starting at $40,000-$55,000 (Negotiable)
*Health Insurance and other employee benefits
*Retirement Plan: SEP retirement plan
*Generous paid time off
*Hybrid Work Schedule-A balance between working at home and in the office
*A positive team environment
*Opportunities for growth
Please apply with your resume and a brief cover letter to this posting. We look forward to learning more about you during in-person interviews!
Pay: $40,000.00 - $55,000.00 per year
Benefits:
- Dental insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- On-site gym
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
- Work from home
Experience:
- Microsoft Office: 3 years (Required)
- Customer Service: 5 years (Preferred)
- Benefits administration: 2 years (Preferred)
Work Location: Hybrid remote in Maumee, OH 43537
