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Client Service Coordinator

Kestra Financial Independent Advisor Raleigh , NC 27624

Posted Yesterday

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

  • 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

    • Requirements

    • 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

    Benefits

    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

    Kestra Financial Independent Advisor

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