What are the responsibilities and job description for the Client Service Coordinator position at LongView Planning Partners?
DESCRIPTION
In an entrepreneurial environment, the Client Services Coordinator is analytical and detail-oriented with the ability to find solutions using a variety of sources. You provide administrative and service support to new and established clients. You gather requirements in preparation for the implementation of financial plans as well as the support product driven sales.
RESPONSIBILITIES
- Gather, organize, and process account paperwork to service existing clients.
- Assists with implementing, monitoring, servicing, and follow-up on various financial planning processes and product related activities.
- Improves operating efficiency through the use of technology.
- Communicates with fund companies and money managers on behalf of advisor or client.
- Engages with clients’ attorneys and accountants as needed.
- Administers and comply with securities and insurance industry rules & regulations including monitor advisor continuing education and licensing for MML and MassMutual.
- Responsible for eMoney established client account aggregation and issue resolution
- Requests commission corrections
- Provide general administrative and clerical support including mailing, scanning, faxing and e-filing.
QUALIFICATIONS
Administrative Writing Skills, Advanced Microsoft Office Skills, CRM experience is preferred, Managing Developing Processes, Organization, Analyzing Information, Professionalism, Problem Solving and Communication skills. Health, life and disability insurance benefit packages available.
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- Monday to Friday
Application Question(s):
- Why are you applying for this position?
Experience:
- Financial services: 3 years (Preferred)
Work Location: In person
Salary : $40,000 - $60,000