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Rochester

    Client Services Coordinator - Rochester, United States - Manning & Napier

    Manning & Napier
    Manning & Napier Rochester, United States

    28 minutes ago

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    Description

    Summary

    We are currently recruiting recent college graduates to join our Growth and Development Team as a Service Coordinator. An individual in this position will gain hands on experience within our Client Services Department, working in-tandem with service teams across sales channels to process and expedite client requests as well as assist with client reporting, meeting preparation and client interactions. This role will provide exposure to many areas of the firm through collaboration with internal partners on Client Service responsibilities, along with opportunities to work on cross-departmental projects and career development mentorship. This is an entry-level position that we expect you to be in for 12-24 months as a foundation to a career in the Financial Services Industry at Manning & Napier.

    This position is based in Fairport, NY and will report to a Client Services Supervisor.

    Responsibilities

    Client Services Service Coordinator

    • Facilitate system set up of new accounts and ensure proper account coding
    • Process client cash flow requests, investment objective changes, cancellations, and other client directives, ensuring accuracy and timeliness
    • Prepare and coordinate client reviews for meetings and mailings
    • Prepare client and third-party data and fulfillment requests
    • Assist with client portal support phone queue
    • Serve as a backup for Service Team members as needed, working directly with clients, prospects and sales teams
    • Facilitate information exchange between internal and external partners in regard to changes/updates on account information
    • Research and work to resolve client problems/issues as appropriate or assigned by the Service Team or Supervisor
    • Escalate problem issues to Service Team or Supervisor as appropriate
    • Assist with training new team members on practices and procedures
    • Participate as a backup in Service Coordinator team coverage
    • Serve as a resource with regards to firm initiatives and projects as assigned

    Growth and Development

    • Meet regularly with mentor to develop individualized growth plan
    • Shadow all areas of the firm to gain comprehensive knowledge of the business
    • Partner with various Departments to complete projects and provide support as needed
    • Develop working knowledge of all products and services offered to clients
    • Complete internal product and investment training program
    • Initiate financial securities licenses and/or credentials

    Qualifications

    • Bachelors or Masters degree with an emphasis in Finance, Business, Economics, or similar program
    • Track record of strong academic achievement

    Compensation: Expected hourly rate $24.00-$26.00/hr

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