Client Services and Relationship Coordinator

Client Services and Relationship Coordinator

Join an established, locally owned financial planning and investment firm where building relationships is key.
Financial Solutions and Investments is seeking a friendly, organized, and detail-oriented Client Services and Relationship Coordinator to become an important part of our team. This position offers the opportunity to work directly with clients and support a Financial Advisor in helping individuals and families pursue their financial goals.
If you enjoy helping people, thrive in a professional office environment, and take pride in providing exceptional service, we would love to hear from you.
Responsibilities

• Provide excellent client service by answering incoming phone calls and assisting clients
• Welcome clients and visitors in a warm, professional manner
• Schedule appointments and maintain advisor calendars
• Prepare applications, forms, account paperwork, and account maintenance requests
• Enter and maintain client information in CRM systems
• Scan, organize, and maintain electronic files and records
• Assist with office projects and administrative tasks as assigned
• Contact existing clients regarding paperwork and service requests
• Support daily office operations and help create an outstanding client experience

• Excellent verbal and written communication skills
• Strong organizational skills and attention to detail
• Proficiency with Microsoft Office programs
• Accurate data entry and keyboarding skills
• Ability to work independently and manage multiple priorities
• Positive attitude and professional appearance

• Competitive compensation
• Retirement plan
• Paid vacation
• Paid holidays
• Friendly and supportive work environment
• Stable, established business with a strong reputation in the community
• Opportunity to learn and grow within the financial services industry