- 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
- Previous experience in the independent financial services culture preferred.
- Previous college level experience in Economics and Finance a Plus
-
Service Coordinator
1 week ago
Vaisala Boston, United Statesis a global leader in measurement instruments and intelligence helping industries, nations, people, and the planet to thrive. From predicting hurricanes to optimizing renewable energy production, our technology is used where it matters the most - from data centers, windfarms and ...
-
Service Coordinator
2 weeks ago
NORTH SUFFOLK COMMUNITY SERVICES INC Boston, United StatesJob Description · Job Description · North Suffolk is looking for · Service Coordinators · to join our Early Intervention Team Harbor Area Early Childhood Services is a passionate team devoted to supporting children from birth to three years through a strength-based and family ...
-
Service Coordinator
5 days ago
Vaisala Boston, United StatesVaisala is a global leader in measurement instruments and intelligence helping industries, nations, people, and the planet to thrive. From predicting hurricanes to optimizing renewable energy production, our technology is used where it matters the most - from data centers, windfa ...
-
Service Coordinator
1 week ago
Vaisala Boston, United Statesis a global leader in measurement instruments and intelligence helping industries, nations, people, and the planet to thrive. From predicting hurricanes to optimizing renewable energy production, our technology is used where it matters the most - from data centers, windfarms and ...
-
Service Coordinator
2 days ago
Vaisala Boston, United Statesis a global leader in measurement instruments and intelligence helping industries, nations, people, and the planet to thrive. From predicting hurricanes to optimizing renewable energy production, our technology is used where it matters the most - from data centers, windfarms and ...
-
Service Coordinator
3 days ago
Vaisala Boston, United Statesis a global leader in measurement instruments and intelligence helping industries, nations, people, and the planet to thrive. From predicting hurricanes to optimizing renewable energy production, our technology is used where it matters the most - from data centers, windfarms and ...
-
Student Services Coordinator
1 week ago
Suffolk University Boston, United StatesINTO Suffolk · Suffolk University, located in historic downtown Boston, with an international campus in Madrid, is a student-centered institution distinguished by excellence in education and scholarship. Suffolk University offers a wide range of undergraduate and graduate program ...
-
Resident Service Coordinator
1 week ago
Peabody Properties Boston, United StatesPeabody Resident Services is seeking a full-time Resident Service Coordinator to work as part of its Management team at an affordable housing developments in East Boston, MA to coordinate programs, assist residents with obtaining services, and work with community agencies. Bachel ...
-
Resident Service Coordinator
1 day ago
Knewin Boston, United StatesResident Service Coordinator Mandela Homes, 1855 Washington Street, Boston, Massachusetts, United States of America Req #1566 Wednesday, April 10, 2024 Resident Service Coordinator, Mandela Homes - Boston, MA** $3,500 SIGN-ON BONUS FOR NEW HIRES **The Resident Service Coordinator ...
-
Client Services Coordinator
4 days ago
CBRE Boston, United StatesClient Services Coordinator - Administrative · Job ID · 160056 · Posted · 25-Mar-2024 · Service line · Advisory Segment · Role type · Full-time · Areas of Interest · Administrative, Design, Marketing · Location(s) · Boston - Massachusetts - United States of America · ...
-
Clinical Service Coordinator
5 days ago
Medically Home Boston, United StatesMedically Home operates a decentralized care model for patients with serious, complex or high-risk illnesses in partnership with health systems to safely care for their patients at home, across the care continuum, including hospital-level care. Medically Home provides health syst ...
-
Patient Service Coordinator
1 week ago
Sigma Boston, United StatesMGB Patient Service Coordinator - Boston,MA - 13 Weeks Contract · Sigma Healthcare Teamis currently looking for a Patient Service Coordinator to work onsite at our client's location in Boston, MA. · Shift : · 08:30 - 17:00 · Summary:The Patient Service Coordinator interacts w ...
-
Client Services Coordinator
2 weeks ago
CBRE Boston, United StatesClient Services Coordinator - Administrative · Job ID · 160056 · Posted · 25-Mar-2024 · Service line · Advisory Segment · Role type · Full-time · Areas of Interest · Administrative, Design, Marketing · Location(s) · Boston - Massachusetts - United States of America · **Get ready ...
-
Patient Service Coordinator
1 week ago
Sigma Boston, United StatesMGB Patient Service Coordinator - Boston,MA - 13 Weeks Contract · Sigma Healthcare Teamis currently looking for a Patient Service Coordinator to work onsite at our client's location in Boston, MA. · Shift : · 08:30 - 17:00 · Summary: · The Patient Service Coordinator interact ...
-
Patient Services Coordinator
2 weeks ago
Knewin Boston, United StatesUnder the direction of the Director of Patient Services & Financial Assistance, the Patient Services Coordinator is responsible for providing exemplary customer service, patient registration & documentation, appointment scheduling and patient flow, collection of daily cash and au ...
-
Patient Services Coordinator
2 days ago
Fenway Health Boston, United StatesApply · Job Type · Full-time · Description · Under the direction of the Director of Patient Services & Financial Assistance, the Patient Services Coordinator is responsible for providing exemplary customer service, patient registration & documentation, appointment scheduling and ...
-
clinical service coordinator
5 days ago
Medically Home Boston, MA , USA, United StatesMedically Home operates a decentralized care model for patients with serious, complex or high-risk illnesses in partnership with health systems to safely care for their patients at home, across the care continuum, including hospital-level care. Medically Home provides health syst ...
-
Clinical Service Coordinator
1 week ago
Medically Home Boston, United StatesMedically Home operates a decentralized care model for patients with serious, complex or high-risk illnesses in partnership with health systems to safely care for their patients at home, across the care continuum, including hospital-level care. Medically Home provides health syst ...
-
Operations Coordinator- Service
1 week ago
Thyssenkrupp Elevator Boston, United StatesThe first 3 letters in workplace safety are Y-O-U · TK Elevator · is currently seeking an experienced · Operations Coordinator- Service · in · Boston, MA. · Responsible for performing all administrative duties associated with processing service contracts, customer changes and ...
-
Clinical Service Coordinator
2 weeks ago
Medically Home Boston, United StatesMedically Home operates a decentralized care model for patients with serious, complex or high-risk illnesses in partnership with health systems to safely care for their patients at home, across the care continuum, including hospital-level care. Medically Home provides health syst ...
Client Service Coordinator - Head of Westport, United States - Kestra Financial Independent Advisor
Description
Job Description
Job DescriptionFinancial 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.
Summary
The 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
• 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
• Other duties as assigned by CFP
Knowledge, Skills, and/or Abilities
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
Requirements
Salesforce, Redtail or CRM, Microsoft Office, Phone Etiquette
Benefits
PTO, competitive pay, retirement benefits after 1 year.