What are the responsibilities and job description for the Client Service Coordinator position at Northstar Financial Companies?
Client Service Coordinator
Our ideal candidate will be comfortable operating in a fluid and sometimes challenging environment, as their primary responsibility will be coordinating communications, paperwork, service items and client maintenance between clients, advisors and operational staff. What this entails will vary day-to-day and expand as they become familiar our firm’s technology platform and, most importantly, our clients.
As such, candidates must have excellent organizational and time management skills, effective oral and written communications skills, and be comfortable working independently as well as part of a team. Additional requirements are:
· Ability to address and solve problems with a “client first” attitude
· Proficiency with Microsoft 365/Office environment/applications
· Experience with electronic signature programs and Client Relationship Management software a plus
· Previous experience in financial services preferred and experience with Schwab Advisor Center a plus.
Responsibilities will include:
· fielding and directing incoming calls,
· scheduling appointments,
· processing account forms from a variety of web-based platforms,
· record-keeping and data management,
· general communication with clients and staff regarding account administration, cash distributions and deposits.
We will train the right candidate in any area of our business; however, we cannot develop conscientiousness, enthusiasm, flexibility, or a desire to learn – those you must bring with you.
· Full Time: Monday – Friday 9am-5pm in Conshohocken, PA office
· Benefits: 401(k), 401(k) matching, dental insurance, disability insurance, health insurance, vision insurance, life insurance, paid time off, parental leave, tuition reimbursement
· Education: Bachelor's (Preferred)
Job Type: Full-time
Pay: $45,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
Ability to Commute:
- Conshohocken, PA 19428 (Required)
Ability to Relocate:
- Conshohocken, PA 19428: Relocate before starting work (Preferred)
Work Location: In person
Salary : $45,000 - $55,000