What are the responsibilities and job description for the Sales and Service Coordinator position at Harriett Financial Group?
About the Role:
This is an exciting opportunity to join our team at Harriett Financial Group as a Client Services Associate. As a key member of our operations team, you will play a crucial role in supporting our financial representatives and delivering exceptional customer service to our clients.
Your responsibilities will include responding to client inquiries, resolving issues, and preparing and processing client paperwork. You will also be responsible for scheduling appointments, documenting interactions, and submitting correspondence and sales material to compliance for review.
We are looking for a highly organized and detail-oriented individual with excellent communication skills and the ability to work effectively under deadlines.