Top 10 Customer service coordinator Jobs in Harahan, La

Client Service Coordinator
Wealth Management Opportunties —New Orleans, LA
- $35,000 - $55,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Customer Experience Coordinator
TJ Maxx —New Orleans, LA
- $13.75 - $14.25 an hour
- Part-time
- Merchandising
- Employment & labor law
- Mid-level
- Paid parental leave
- Health savings account
Client Service Coordinator
Metairie Small Animal Hospital - Freret Clinic —New Orleans, LA
- From $15 an hour
- Full-time
- Computer skills
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Sales Support Coordinator
Robinson Lumber Company —New Orleans, LA
- No experience needed
- Office
- Bachelor's degree
Front Desk Insurance Coordinator - All Smiles Dental
Dental Associates Group —Terrytown, LA
- $18 - $25 an hour
- Full-time
- Dental office
- 2 years
- Entry level
Quick Apply
Client Project Coordinator 1
Pace Analytical Services —Saint Rose, LA
- $18 an hour
- Full-time
- Office
- Bachelor's degree
- Business Administration
- Wellness program
- Health savings account
1d

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Client Service Coordinator

Wealth Management Opportunties
New Orleans, LA

Quick Apply

Job Details

Full-time
$35,000 - $55,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Teamwork
Administrative experience
Client services
Financial services
Office experience

Full Job Description

Job Overview
As a Client Service Coordinator, you will play a central role in supporting both clients and advisors by ensuring a smooth, responsive, and high-quality service experience. You will work with a team to execute the service decisions made in meetings between the advisor and client including maintenance, and money movement. This role requires close coordination with advisors, custodians, and external partners to resolve issues, process requests, and maintain accurate client records. This is an ideal opportunity for a detail-oriented professional who thrives in a fast-paced environment, takes ownership of their work, and is committed to delivering exceptional client service.

Who We Are
Bezou Financial Planning Group puts clients first by creating customized financial plans that fit their unique needs and goals. Our team of trusted advisors and Certified Financial Planning professionals work together to provide the insights and support needed for clients to reach their goals. With six branch locations across Louisiana and a presence in 32 states, we offer convenient, personalized service and sound financial planning for every stage of life. Join us and be part of a friendly, dynamic team that values client care and innovative financial solutions.

Key Responsibilities

Assist with client service items like beneficiary distributions and settling estates.
Handle routine client account maintenance items, such as processing name and address changes, bank authorizations, and responding to client queries or issues.
Assist with client service items like beneficiary distributions and settling estates.
Handle routine maintenance like name or address changes and bank authorizations.
Execute money movement and asset transfers as directed including client deposits, rollovers, withdrawals, and internal transfers while adhering to regulatory requirements and internal policies, utilizing security trading platforms such as Pershing (NetX360)
Maintain client information and notes in Redtail (CRM)
Assist with Required Minimum Distributions (RMDs)
Follow up with vendors, product sponsors, insurance firms, and custodians for documentation or inquiries on behalf of clients and/or Financial Advisors.
Other duties as assigned

Qualifications

Minimum of 2 years of client service, operations, or administrative experience preferably in wealth management or financial services experience
Familiarity with Pershing/NetX360, Redtail, eMoney, holistaplan preferred
Ability to work independently with a high degree of self-direction and adaptability, proactively managing multiple tasks and promptly addressing client needs.
Associate's or Bachelor's degree preferred
Excellent organizational and problem-solving skills, with exceptional attention to detail and follow-through.
Proficiency in computer applications such as Adobe Acrobat Pro, CRM systems, and Microsoft Office Suite (Windows, Word, Excel, PowerPoint).
Strong work ethic, punctuality, dependability, and professionalism
Collaboration skills and the ability to thrive in a team-oriented culture.
Maintains high ethical standards and confidentiality, exercising discretion when handling sensitive information.
Outstanding interpersonal, written, phone, and email communication skills.

Additional Details:

Onsite role: New Orleans Office
Benefit Eligible: Group health, vision dental plans, 401k retirement with employer contribution, Paid vacation and holiday hours
Opportunities for professional growth and development; including continuing education.
A supportive and inclusive work environment where your contributions are valued.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Application Question(s):

Does a compensation range of $35,000 -$55,000 meet your salary requirements?

Work Location: In person

Quick Apply

Refine Your Search

customer service coordinator jobs in harahan, la

Client Service Coordinator

Customer Experience Coordinator

Client Service Coordinator

Sales Support Coordinator

Front Desk Insurance Coordinator - All Smiles Dental

Client Project Coordinator 1

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