What are the responsibilities and job description for the Client Services Coordinator position at Cornerstone Advisory?
**Overview:**
CORNERSTONE ADVISORY is a dynamic wealth management firm that seeks a dedicated Client Services Coordinator to join our team.
The ideal candidate will possess strong organizational skills, excellent communication abilities, and experience working in a fast-paced environment.
Responsibilities:
- Support senior staff members with administrative duties.
- Develop and implement processes to improve efficiency and productivity.
- Prepare materials and presentations for client meetings.
- Maintain accurate records and databases.
**Customer Focus:**
- Deliver exceptional customer service by addressing client inquiries promptly.
- Offer tailored solutions to meet client needs.
Apart from core responsibilities, the successful candidate will be tasked with managing various administrative tasks and initiatives.
Applicants must have at least five years of professional experience in administration or a related field.
Prior experience with CRM systems and trading platforms is beneficial but not essential.
We offer a comprehensive compensation package, inclusive of benefits, training opportunities, and career advancement possibilities.
