Customer Service Representative

Team CoSource is looking for an organized, detail-oriented, and personable Administrative Assistant/Client Administrator for our New Iberia office! If you are a task-driven professional seeking a firm to call “home”, this is the role for you.

This is a dual-impact role: you will be the primary engine behind our client service experience – managing the complex puzzle of scheduling and client review preparation – while ensuring our office runs like a well-oiled machine. The ideal candidate thrives in a professional environment, possesses a “no task too small” attitude, and understands that in the world of investments, the small details are the big details.

As a key member of our team, you will master our digital databases, maintain seamless communication with clients, and oversee the essential daily operations that keep our advisors and clients on track.

• Master the Calendar: Act as the primary point of contact for all client scheduling, ensuring the Lead Advisors  calendars are optimized and balanced.
• Proactive Outreach: Coordinate and confirm monthly, quarterly, semi-annual, and annual client review meetings.
• Client Onboarding Support: Assist in gathering initial documentation for new clients and ensuring a seamless transition into the firm’s ecosystem.
• Client Correspondence – Draft correspondences and other formal documents, answering client calls and working with our clients and vendors in professional manner.

• Review Kits: Assemble and organize comprehensive "Client Review Packages" including performance reports, account statements, and updated financial plans.
• Data Integrity: Ensure all client information in our CRM (Redtail) is accurate and up to date prior to meetings.
• Action Item Tracking: Post-meeting, record notes and track follow-up tasks to ensure every client promise is kept.

• Front-of-House Excellence: Greet clients upon arrival, manage incoming calls, and maintain a pristine, professional office environment.
• Compliance Support: Assist in maintaining organized digital and physical files in accordance with industry regulations.

• Experience: 3+ years in an administrative role, preferably within financial services, insurance, or legal sectors.
• Tech Savvy: Proficiency in Microsoft Office 365 (especially Outlook and Excel) and experience with CRM software.
• Communication: Exceptional verbal and written communication skills; you should be able to draft a professional email that feels warm and personal.
• The "Radar": An intuitive ability to anticipate needs—whether it’s spotting a scheduling conflict before it happens or realizing a client’s favorite coffee order.
• Multitask: The ability to perform regularly scheduled duties and not be shaken when a client request comes in and takes you off task.

Pay: $45,000 - $53,000 Depend on experience.

Schedule: Monday – Friday, 8:00AM – 4:30PM (In-person).