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Summit Financial Group is a leading financial services firm in the San Francisco Bay Area, dedicated to providing innovative financial solutions and exceptional client service. We foster a dynamic and inclusive workplace, promoting professional growth and collaboration. We are currently seeking a motivated, talented, and dedicated Client Services Coordinator to join our growing San Ramon, CA team.
Responsibilities:
The Client Service Team’s primary goal is to provide exceptional service to clients and to alleviate the administrative burden of our advisors, allowing them to focus on growing their business. You will collaborate within the practice team and among a larger group of Client Services Coordinators, working toward those shared goals.
As a Client Services Coordinator, you will be the MVP for the advisors you support, ensuring their practice runs smoothly. Key responsibilities include:
Under the guidance of our Client Services Manager, you will receive support to excel in your role and grow professionally.
Ideal Candidate:
You are a self-starter with a positive attitude who thrives in a team environment. You are someone who loves a challenge, possesses a high level of integrity, and will work diligently and efficiently to exceed expectations.
Qualifications:
Why Summit Financial Group, LLC?
At Summit, we are deeply committed to our team. We encourage and promote a GROWTH mindset, believing that everyone—clients and team members—can lead an abundant life by practicing gratitude and investing in one another and in our community. Alongside your competitive compensation package, Summit offers a progressive bonus program where employees who exhibit the Abundance Mindset share in the firm's financial success.
Perks & Benefits
Summit is committed to creating a diverse and inclusive environment that fosters learning and celebrates diverse backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer, dedicated to providing a work environment free of harassment and discrimination.
Full Time
Investment Management
$54k-70k (estimate)
07/12/2024
07/13/2024
summit-financial.com
LAFAYETTE, LA
50 - 100
Private
DAVID RUSSELL DANIEL II
<$5M
Investment Management
The job skills required for Client Services Coordinator include Client Service, Microsoft Office, Attention to Detail, Time Management, Financial Services, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Coordinator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Coordinator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Coordinator positions, which can be used as a reference in future career path planning. As a Client Services Coordinator, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Coordinator. You can explore the career advancement for a Client Services Coordinator below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Coordinator, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Coordinator for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Coordinator job description and responsibilities
Client services coordinators support the production of marketing campaigns to promote brand awareness on various social platforms.
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Handle client escalations and provide corrective actions.
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Negotiate service contract and costs with clients as needed.
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Schedule regular client meetings and teleconferences to strengthen client relationships.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Coordinator jobs
For Client Services Managers to accomplish their job effectively, they need to fulfill quite a few job requirements.
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Request Feedback To The Clients.
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client services coordinator positions require a wide variety of skills and draw on many fields.
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Step 3: View the best colleges and universities for Client Services Coordinator.