Join as a Support Coordinator to enhance client service in a wealth management setting. Experience a dynamic role focused on administrative support while working remotely, ensuring a personalized client experience.
This position is designed for individuals eager to dive into the financial services sector. You will provide vital administrative assistance to advisors, coordinate client communication, and manage event planning. Your role will be critical in maintaining smooth operations and high-quality client engagement initiatives.
Key Responsibilities:
• Support advisor effectiveness through administration
• Manage incoming client inquiries effectively
• Facilitate client onboarding and support initiatives
• Perform essential clerical tasks and data entry
• Plan and coordinate events and client interactions
Requirements:
• Previous experience in client service or support
• Robust organizational skills for multiple tasks
• Excellent communicator with a client-focused attitude
• Familiarity with Microsoft Office and DocuSign
• Reliable and able to work independently or in a team
Contribute to an exceptional client experience in a rewarding remote role, leveraging your skills in a thriving wealth management environment.
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