client services support - Plymouth Meeting, United States - Randstad

Description

client services support.

• plymouth meeting , pennsylvania
• posted april 4, 2024

job details
summary

• $75,000 - $80,000 per year
• permanent
• high school
• category office and administrative support occupations
• referenceAB_4507122

job details
We are looking for a Client Services Coordinator to join our growing client in Plymouth Meeting, PA. In this role uou will play a crucial role in ensuring seamless client experiences and maintaining client relationships. You will be responsible for supervising various tasks associated with planning implementation and ongoing client support and administrative responsiblities. Your efforts will directly contribute to the success and satisfaction of our valued clients.

salary:
$75,000 - $80,000 per year

shift:
First

work hours: 8 AM - 4 PM

education:
High School

Responsibilities

• Supervise and monitor all tasks involved in establishing and maintaining a plan, ensuring its accuracy and currency.
• Collaborate with internal teams to facilitate a client's transition to Legacy and provide continuous client service and assistance.
• Engage directly with high-net-worth clients and their teams to guide them through paperwork completion and processing.
• Liaise with attorneys, accountants, and the client's advisors to ensure comprehensive communication and updates.
• Organize materials required for client meetings and ongoing reviews.
• Initiate and oversee various requests related to investment planning, fund transfers, account setups, and other administrative tasks.
• Maintain proactive communication with clients through verbal and written channels, fostering relationships.
• Provide exemplary client service and resolve issues effectively through troubleshooting.

Skills

• Follow-up
• Client Service
• Typing Skills
• Basic Software Skills
• CRM

Qualifications

• Years of experience: 3 years
• Experience level:

Experienced

Randstad is a world leader in matching great people with great companies.

Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company.

Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer:

Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants.

If you require a reasonable accommodation to make your application or interview experience a great one, please contact

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc.

In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

Applications accepted on ongoing basis until filled.

get in touch
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kaitlin riddle

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