What are the responsibilities and job description for the Client Support and Services Coordinator position at Gould Financial Group?
About the Role
We are seeking a highly motivated and detail-oriented individual to join our team as an Associate Financial Representative. In this role, you will have the opportunity to work closely with our financial representatives, providing exceptional client service and support.
Responsibilities include:
- Managing client relationships, building trust, and delivering exceptional service
- Supporting financial representatives in their daily activities, ensuring seamless client interactions
- Maintaining accurate records, filing documents, and processing correspondence
- Scheduling appointments, managing calendars, and coordinating events
What We Offer
In return for your hard work and dedication, we offer a competitive salary, opportunities for growth and development, and a dynamic work environment.
