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    Client Service Coordinator - Raleigh, North Carolina, United States - Kestra Financial Independent Advisor

    Kestra Financial Independent Advisor
    Kestra Financial Independent Advisor Raleigh, North Carolina, United States

    1 day ago

    Default job background
    Permanent
    Description
    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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