What are the responsibilities and job description for the Financial Services Coordinator position at Family Wealth Strategies?
About Family Wealth Strategies
We are a fast-paced financial firm dedicated to delivering exceptional client service and support. Our team is passionate about helping individuals achieve their financial goals, and we're seeking a highly skilled and motivated Client Service Administrator to join our ranks.
This role offers an exciting opportunity for the right candidate to develop long-term relationships with clients, work closely with our advisors, and contribute to the growth of our business. If you have a passion for finance, excellent communication skills, and a strong organizational ability, we encourage you to apply.
- Prepare new business and help service existing client base with all requests including beneficiary changes/withdrawals, incoming calls, database management, and appointment preparation.
- Support our main advisor in review meetings and prepare issued accounts for delivery.
