Job description

Job Title: Client Service Coordinator

In this role, you will directly support an experienced Financial Planner.

The ideal candidate for this position is a team player who can multitask in a fast-paced, professional environment with little error. This person must be comfortable making outbound calls to clients and prospective clients.

You will be responsible for sales support, client service, and administrative functions. This includes, but is not limited to:

· Customer service

· Scheduling appointments

· Calendar management

· Client appointment preparation

· New business paperwork processing

· Client information updates

· Helping with the creation and execution of client mailers/email campaigns

A strong desire to understand the Financial Planning and Wealth Management business is preferred, as well as experience using applications such as: Outlook, Word, Excel, Acrobat, and DocuSign.

The hours will be weekdays between 9 am and 5 pm, ranging between 10-15 hours per week.

If you are a positive and energetic professional who prides yourself on being detail-oriented, precise, and proficient, we want to hear from you!

Interviews will begin in April.

Job Type: Part-time

Pay: $18.00 - $20.00 per hour

Benefits:

• Retirement plan

Schedule:

• Day shift
• Monday to Friday
• No nights
• No weekends

Supplemental pay types:

• Bonus pay

Work Location: In person

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