Join the team as a Financial Client Service Coordinator. Leverage your strong administrative skills and attention to detail while supporting financial advisors in a friendly environment. This role is vital to enhancing the client experience, supporting financial advisors by managing administrative functions and client interactions.

You'll be responsible for scheduling meetings, processing account documentation, and maintaining client records with excellent attention to detail and organization. Key Responsibilities:

- Support the administrative needs of financial advisors
- Manage client scheduling and correspondence efficiently
- Organize documents for meetings and follow-up actions
- Process client paperwork and service requests promptly
- Keep client data updated within the CRM database Requirements:
- Proficient in Microsoft Office Suite, especially Outlook and Excel
- Solid administrative and time management skills
- Excellent written and verbal communication abilities
- Awareness of CRM systems is a plus Contribute your skills to enhance client connections in our welcoming work environment.

📌 Financial Client Service Coordinator (Raleigh)
🏢 Kestra Financial Independent Advisor
📍 Raleigh