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 workplace. 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 setting.

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