Client Relationship Coordinator Advisors

Position: Client Relationship Coordinator for Advisors
Drive client satisfaction as a Client Relationship Coordinator supporting Investment Advisors. This administrative role is integral to enhancing client engagement and business success.

In this role, you will support one or more Investment Advisors by managing client interactions and administrative tasks. Your responsibilities include handling client inquiries, preparing for meetings, and coordinating marketing efforts, all while ensuring an outstanding client experience. Collaboration and effective communication are crucial for success.

Key Responsibilities:

• Manage client inquiries and transaction requests

• Assist in scheduling and preparation for client meetings

• Facilitate marketing activities and client events

• Maintain organized client files and databases

• Provide technology support to team members

Requirements:

• 1-2 years in a relevant client service role

• Knowledge of financial and investment operations

• Familiarity with financial planning tools

• Strong verbal and written skills

• Excellent organizational and problem-solving skills

Provide exceptional administrative support to enrich client relationships in a dynamic advisory environment.
#J-18808-Ljbffr