Client Services Coordinator - Saint Cloud
11 hours ago
Job description
Title:
Client Services Coordinator
Location:
St. Cloud, MN
Job Type:
Permanent/Direct-Hire
Compensation:
$49,000 - $63,000 annually
Industry:
Financial Services
About The Role
Our client is an established organization within the financial services industry that supports financial advisors and client service teams through a shared services model.
This is a non-licensed role ideal for someone who thrives in a fast-paced, service-driven environment and is open to obtaining licensing in the future if needed.
Job Description
The Client Services Coordinator plays a key role in ensuring smooth client interactions and efficient internal workflows while supporting financial advisors, client service managers, and clients.
Coordinating daily workflow with financial advisors and client service managers within a shared service pool
Serving as backup support to the front desk as needed
Managing service calls and client communications with professionalism
Maintaining accurate client records and account information using Salesforce or a similar CRM system
Preparing, submitting, and tracking client forms and applications
Monitoring and tracking pending asset transfers, transactions, and money movements
Managing alerts and completing assigned workflows in a timely manner
Updating client profiles and financial data to ensure accuracy and compliance
Handling signature processes and document tracking
Preparing and processing financial forms such as tax withholding, beneficiary changes, and wires
Running reports and assisting with client outreach initiatives
Supporting new client onboarding and CRM data management
Submitting new business applications and monitoring pending transactions
Assisting with additional tasks and projects as needed
Qualifications
Required
Bachelors Degree
Minimum 2 years experience in a project management, account management, customer service, or client relationship support role
Strong ability to multitask in a fast-paced environment while maintaining attention to detail
Clear, professional written and verbal communication skills, including professional phone etiquette
Strong analytical skills with the ability to interpret data and manage detailed records accurately
Ability to follow compliance guidelines and support advisor practices
Willingness to learn, grow in the role, and obtain licensing in the future if required
Preferred
Experience working within the financial services industry
Familiarity with Salesforce or other CRM platforms
Experience supporting financial advisors, client service managers, or client service operations
Benefits
Our client company offers a variety of benefits including Health, Life and LTD insurance, Vision, dental, short-term disability, PTO, 401k, and financial planning services.
Take the first step on your new career path To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application.
Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply.
If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us.
We look forward to meeting you#BP.Indeed
#ZR
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