Client Service Coordinator - Granger

Only for registered members Granger, United States

1 month ago

Default job background
Full time

Job summary

The Client Service Coordinator demonstrates a servant's heart to KFG's clients and the firm by providing timely, considerate, and professional service. To build trust with clients and team members and add referable value to KFG's relationship with its clients.

Responsibilities

  • Monitor Financial Advisor(s) email inbox, voicemail, and incoming client phone calls to identify and respond to client service-related correspondence from clients.
  • Manage Financial Advisor(s) calendars, schedule client appointments.

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