What are the responsibilities and job description for the Relationship Coordinator position at Lerner Financial?
Relationship Coordinator Needed, Full-Time Position
Lerner, Csernai and Fath Financial Group is growing and seeking a Relationship Coordinator. The position requires a self-motivated, technologically proficient individual who excels at professional written and verbal communication and enjoys direct client interactions. Successful candidate must have strong client focus and organizational skills, be detail-oriented, function successfully in a high demand environment, and collaborate effectively while multitasking fluidly.
Responsibilities include but are not limited to:
· Act as main client contact for advisor team via phone, email, and mail
· Take, assign, and process client service requests
· Update and maintain Customer Relationship Manager system
· Schedule appointments
· Prioritize workflow appropriately
· Enter dictation
· Scan documents
· Be compliance driven
The successful applicant will be required to undergo the necessary background check and fingerprinting prior to starting. The position will close on March 10th or until a qualified applicant is found. Please send your cover letter along with resume via email to maureen@lernerfinancial.com or by mail to 15505 Waldron Way, Big Rapids, MI 49307. Direct all questions to Maureen at 231-629-8620.
Job Type: Full-time
Pay: $20.60 - $22.66 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Shift:
- 8 hour shift
Education:
- Associate (Required)
Work Location: In person
Salary : $21 - $23