Job Description – Client Services Coordinator
Seeking a highly motivated, energetic, positive customer service and client relationship professional to join our thriving Philadelphia-based Financial Advisory practice who embraces these Core Values:
- Honesty & Integrity
- Get Things Done
- Team Player
- Getting Better Every Day
Duties
Insurance Service – Handle client requests - examples include: beneficiary change, payment frequency changes, policy changes and loans; Update client information in CRM; provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution; Run In Force Illustrations.
Investment Service - Handle client requests such as beneficiary change, RMDs, withdrawals, etc, follow up to ensure resolution.
Manage Annual Review process - Manage and track annual review database; Schedule review meetings w/ A&B and CRIA clients; Provide basic prep for scheduled meetings; Manage CRIA review process for compliance.
Administrative tasks such as filing, faxing, and scanning documents .
Maintain client relationships via phone and email.
Answer client calls and address their needs in a professional, respectful manner.
Flexible approach to new assignments and collaboration with other departments on special projects.
Expectations
- Possess a ‘Yes First!’ attitude and provide White Glove service
- Treat people with respect, inspire the trust of others, work with integrity, and uphold organizational values.
- Be punctual, professional, and respectful of coworkers, clients and office culture.
- Actively seeks coaching and accepts feedback as a gift.
- Passionate about helping others.
- Familiar with financial services paperwork and processes.
- Maintain open, positive communications.
- Maintain the utmost confidentiality and professionalism when working with clients to ensure their confidence in our firm.
- Ability to exercise composure and exactness when operating under time constraints.
Skills
- Adept with clear, concise written, verbal & non-verbal communication
- Comfortable working alone and in a group setting
- The ability to multi-task and excel in a team-oriented, fast-paced environment
- Adaptive to ever-evolving technology and work processes
- Experience with Microsoft Office Suite of products, particularly Outlook and Excel
- Trouble shooting and problem solving
- Proven client support experience
- High degree of attention to detail
Perks of Working with our Firm
- Fun and supportive environment that genuinely cares about you
- Quarterly team outings and events
- Hybrid in-office and work from home schedule
- Opportunities for education and career growth
Benefits
- Health, Dental & Vision Insurance offered
- Paid time off & Paid training
- Bonus potential up to 15% of salary
Compensation
- Full time salaried position starting at $50,000+
- Bachelor’s degree preferred but not required
- Financial & Insurance licensing a plus
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
- 401(k)
- 401(k) 3% Match
- 401(k) matching
- Dental insurance
- Employee discount
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
- Work from home
Compensation package:
- Bonus opportunities
- Performance bonus
Schedule:
Experience:
- Customer service: 1 year (Required)
Ability to Relocate:
- Bala-Cynwyd, PA 19004: Relocate before starting work (Required)
Work Location: Hybrid remote in Bala-Cynwyd, PA 19004