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Client Service Coordinator

Kestra Financial Independent AdvisorRaleigh, NC
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Overview

Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Paid Vacation
401k Matching/Retirement Savings

Job Description

The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills

  • Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm
  • Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines
  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
  • Deposit checks received and maintain check blotter in adherence to compliance guidelines
  • Maintain client information in CRM database
  • Manage and update mailing lists for birthdays, holidays, and firm marketing efforts
  • Order supplies for office and act as point of contact for any infrastructure requests

    Requirements

    • Basic computer skills (Outlook, Word, Excel and Power Point) are essential
    • Strong administrative and time management skills with superior attention to detail
    • Excellent communication skills, both verbally and in writing
    • CRM knowledge a plus

    Benefits

    Our firm is a family owned business with high quality clients who have been with us a long time.

    • The work environment is not fast paced, but steady and pleasant. We offer competitive pay, time off, and a retirement plan.

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    FAQs About Client Service Coordinator Jobs at Kestra Financial Independent Advisor

    What is the work location for this position at Kestra Financial Independent Advisor?
    This job at Kestra Financial Independent Advisor is located in Raleigh, NC, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
    What pay range can candidates expect for this role at Kestra Financial Independent Advisor?
    Employer has not shared pay details for this role.
    What employment applies to this position at Kestra Financial Independent Advisor?
    Kestra Financial Independent Advisor lists this role as a Full-time position.
    What experience level is required for this role at Kestra Financial Independent Advisor?
    Kestra Financial Independent Advisor is looking for a candidate with "Senior-level" experience level.
    What benefits are offered by Kestra Financial Independent Advisor for this role?
    Kestra Financial Independent Advisor offers following benefits: Paid Vacation and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.
    What is the process to apply for this position at Kestra Financial Independent Advisor?
    You can apply for this role at Kestra Financial Independent Advisor either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.