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Kestra Financial Independent Advisor
Client Service CoordinatorKestra Financial Independent Advisor • Raleigh, NL, CA
Client Service Coordinator

Client Service Coordinator

Kestra Financial Independent Advisor • Raleigh, NL, CA
30+ days ago
Job type
  • Full-time
Job description

The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.

Responsibilities

  • Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm
  • Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines
  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
  • Deposit checks received and maintain check blotter in adherence to compliance guidelines
  • Maintain client information in CRM database
  • Manage and update mailing lists for birthdays, holidays, and firm marketing efforts
  • Order supplies for office and act as point of contact for any infrastructure requests

Qualifications

  • Basic computer skills (Outlook, Word, Excel and Power Point) are essential
  • Strong administrative and time management skills with superior attention to detail
  • Excellent communication skills, both verbally and in writing
  • CRM knowledge a plus

Our firm is a family owned business with high quality clients who have been with us a long time. The work environment is not fast paced, but steady and pleasant. We offer competitive pay, time off, and a retirement plan.

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Client Service Coordinator • Raleigh, NL, CA

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