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Client Service Coordinator - Westport, United States - Kestra Financial
Description
Financial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP and located in Westport, Massachusetts.Our firm has the ability to deliver a broad range of financial services to help solve the needs of clients and help accomplish their goals.
SummaryThe Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.
Essential Duties and Responsibilities
Advanced computer skills (Outlook, Word and Excel) are essential
Excellent communication skills, both verbally and in writing
Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
Ability to build relationships with clients and internal partners
Education and/or Experience
The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: mutual funds, equities, annuities, insurance, managed accounts and various account registration types
Previous experience in the independent financial services culture preferred.
Previous college level experience in Economics and Finance a Plus
Requirements
Salesforce, Redtail or CRM, Microsoft Office, Phone Etiquette
Benefits
PTO, competitive pay, retirement benefits after 1 year.
