Client Relationship Coordinator - Omaha
1 month ago

Job Summary:
We are seeking a highly organized proactive and detail-oriented professional to serve as our Client Relationship Coordinator This role provides outstanding client service and administrative support to advisors and staff The ideal candidate will possess exceptional organizational skills professionalism and the ability to manage multiple priorities in a fast-paced environment
Essential Duties Responsibilities
Client Service & Administrative SupportAct as a primary point of contact for clients scheduling meetings with advisors troubleshooting issuesAssist with onboarding new clients gathering documents setting up accountsPrepare manage client agendas statements proposals presentations forms documentsMaintain accurate client records in CRM workflow tools ensuring confidentialitySupport partners building modeling financial plansProvide ongoing review existing insurance investment accounts escalation advisors Prepare distribute reports statements related documentsCoordinate compliance operations other departments seamless serviceEnsure adherence regulatory requirements company policiesCommunication CoordinationServe liaison between advisors staff clientsReview incoming correspondence mail calls emailAssist preparing agendas meeting minutes follow-up action itemsCompliance SafetyEnsure compliance internal procedures health safety regulationsMaintain update safety policies periodic checksHandle sensitive information highest level of discretion confidentiality
Job description
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