Client Service Coordinator (27472)
Dahl Consulting - worcester, MA
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Join a growing team and gain great work experience! Dahl Consulting is currently partnering with a leading company in the financial services industry. We work one-on-one with great candidates to help connect them with employment opportunities. This company is hiring a Client Services Coordinator for a permanent role. Interested? Get more details below!Worksite Location: St. Cloud, MNCompensation: $45,000-$48,000+ per year, depending on experienceWhat you will do as the Client Services Coordinator:Meet daily with advisor to coordinate advisor workflow and receive advisor work requestsReview appointment schedule with advisor and gather or prepare any additional materials needed or requested by advisorComplete work requests and serve as the advisor's workflow liaison with other staffHandle service calls from clients, corporate office, or other professionals.Record all client communication and interaction in client relationship management (CRM) systemComplete client investment transactions as directed by an advisorResolve client issues and call client back when problem has been resolvedInvolve advisor when needed to assist in client issue resolution processComplete forms and applications following client appointmentsSubmit all new business applications and checks to the corporate office in a timely manner according to Proviant Group proceduresClean-up CRM system of clients no longer active, etc.What you will bring to the role as the Client Services Coordinator:Strong organizational and computer skillsExcellent attention to detailEffective communication with clients, staff, and other advisorsEffective and efficient time managementPolite and clear phone mannerAbility to multi-taskAbility to adhere to rules and regulations as stated and required by advisor and AmeripriseAbility to support for compliance within the advisor's practicePositive attitude and sincere willingness to constantly learn and growWhat you will need as a Qualification for a Client Service Coordinator:Education: Finance degree or related field preferred.Experience: Background in finance, banking, or financial services.Preferred: Experience in financial services is ideal.Our partner company offers a comprehensive benefits package to eligible employees that includes medical, life, dental, and vision insurance coverages, as well as a 401(k)-retirement plan with employer matching contributions.
Created: 2025-02-21