- 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 requestsRequirements 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 BenefitsOur 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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Service Coordinator
3 days ago
Hoffman & Hoffman Raleigh, United StatesJob Title: · FLSA Status: · Reports to: · Service Coordinator · Full Time, Non-Exempt, eligible for overtime · Service Manager · Position Purpose: The Service Coordinator will provide customer service and high-level administrative support to the Service Technicians by taking an ...
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Services Coordinator
1 day ago
Fast Lane Consulting and Education Services, Inc. Raleigh, United States Part timeJob Description · Job DescriptionPosition Overview: Fast Lane Consulting and Education Services, Inc. is seeking a highly organized and detail-oriented individual to join our team as a part-time Services Coordinator. This role will primarily involve providing administrative suppo ...
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Service Coordinator
4 days ago
Hoffman & Hoffman Inc Raleigh, United StatesJob Description · Job DescriptionJob Title: · FLSA Status: · Reports to: · Service Coordinator · Full Time, Non-Exempt, eligible for overtime · Service Manager · Position Purpose: The Service Coordinator will provide customer service and high-level administrative support to the ...
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Guest Services Coordinator
1 week ago
WakeMed Raleigh, United StatesAbout WakeMed: · Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For mor ...
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Client Service Coordinator
4 days ago
Banfield Pet Hospital Raleigh, United StatesThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clien Client Service, Coordinator, ...
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Client Service Coordinator
1 week ago
Banfield Pet Hospital Raleigh, United StatesClient Service Coordinator needed for Banfield Pet Hospital in Brier Creek, NC · SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in term ...
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Service Desk Coordinator
3 days ago
Paul Mitchell Schools Raleigh, United StatesPaul Mitchell The School Raleigh is seeking a qualified Service Desk Coordinator to join our family With over one hundred schools nation-wide, Paul Mitchell Schools is growing faster than ever. Our "One Size Fits All" and "Be Nice" culture creates a uniquely wonderful learning en ...
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Client Services Coordinator
1 week ago
SPECTRAFORCE Raleigh, United StatesSPECTRAFORCE is comprised of multiple globally operating companies. We are one of the fastest-growing and largest US staffing, technology, and consulting organizations servicing over 120 mid-to-large-scale clients in North America and India within the Technology, Financial Servic ...
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Patient Service Coordinator
1 week ago
Atrium Health Wake Forest Baptist Raleigh, United StatesFLSA Status: · Nonexempt · Original Date: · February 2013 · Last Revision: · February 2019 · JOB SUMMARY: · Provides patients an optimal pathway to an appointment in our ambulatory clinical setting. Pleasantly and professionally cares for patients during their appointment m ...
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Client Services Coordinator
2 days ago
Nextaff Raleigh Raleigh, United StatesJob Description · Job DescriptionClient Services Coordinator · Monday - Friday, 9AM - 5PM · Hybrid Position (T/TH in-office) · Pay: $18/hr. · Contract Position through February/March 2025 · The Client Services Coordinator works closely with the designated CS team overseeing our c ...
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Service Desk Coordinator
1 week ago
Paul Mitchell Schools Raleigh, United StatesPaul Mitchell The School Raleigh is seeking a qualified Service Desk Coordinator to join our family With over one hundred schools nation-wide, Paul Mitchell Schools is growing faster than ever. Our "One Size Fits All" and "Be Nice" culture creates a uniquely wonderful learning en ...
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Service Coordinator II
1 week ago
Centene Corporation Raleigh, United StatesYou could be the one who changes everything for our 28 million members as a clinical professional on our Medical Management/Health Services team. Centene is a diversified, national organization offering competitive benefits including a fresh perspective on workplace flexibility. ...
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resident service coordinator
4 days ago
Volunteers of America - Chesapeake Raleigh, NC , USA, United StatesCOMPANY OVERVIEW · Volunteers of America Chesapeake & Carolinas empowers self-reliance and inspires hope. As a church without walls, we do this through personalized housing, ministry, health, and human services that benefit vulnerable individuals, their families and the community ...
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Client Service Coordinator
1 week ago
Kestra Financial Raleigh, United StatesThe 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 includi ...
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Client Services Coordinator
1 week ago
SPECTRAFORCE Raleigh, United StatesSPECTRAFORCE is comprised of multiple globally operating companies. We are one of the fastest-growing and largest US staffing, technology, and consulting organizations servicing over 120 mid-to-large-scale clients in North America and India within the Technology, Financial Servic ...
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Patient Services Coordinator
1 week ago
Hugh Chatham Memorial Hospital Raleigh, United StatesTri-County Orthopedics & Sports Medicine · Summary · Patient Services Coordinator - front office position handling check-in/ check-out procedures for busy Orthopedic practice in Mt Airy NC and rotating to Elkin as needed. Duties include: answer phones, make and reschedule appoint ...
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Client Services Coordinator
1 week ago
Gotcha Covered Blind and Decorating Center Raleigh, United StatesThe primary duties of the Client Services Coordinator are to schedule appointments for installations, and promptly answer the phone to assist with general client inquiries. Assistance with showroom walk-ins may be needed. At the time of installation scheduling, you will collect c ...
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Client Services Coordinator
2 hours ago
Gotcha Covered Blind and Decorating Center Raleigh, United States· The primary duties of the Client Services Coordinator are to schedule appointments for installations, and promptly answer the phone to assist with general client inquiries. Assistance with showroom walk-ins may be needed. At the time of installation scheduling, you will collec ...
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Customer Service Coordinator
1 day ago
Frankel Staffing Partners Raleigh, United StatesOur client, a Raleigh-based provider of upscale products for the hospitality industry, has an immediate need for a bright and capable Customer Service Representative to join its Client Services team. · This company brings premium products to hotels, restaurants, caterers, etc. It ...
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Tenant Services Coordinator
1 day ago
Lundy Management Group, LLC Raleigh, United StatesJob Description · Job DescriptionAttention to detail; high level of focus on customer service and swift resolution of concerns; adept at communicating in person, via phone, and via email; ability to multi-task in a fast-paced environment; collaborative attitude · The Tenant Serv ...