What are the responsibilities and job description for the Client Services Coordinator position at Mission Focused Financial?
Client Services Coordinator
Location : Puyallup, WA 98375 (On-site)
Employment Type : Full-Time, Hourly
About the Role :
Join our growing financial advisory firm as a Client Services Coordinator, the central liaison responsible for ensuring an exceptional client experience from onboarding through ongoing support. You’ll streamline administrative processes, manage financial product tracking, assist with event planning, and provide an exceptional client experience.
What You'll Do :
- Warmly guide new clients through onboarding.
- Maintain accurate and detailed client documentation.
- Track client applications and work to get them approved
- Monitor sales progression through CRM (Monday.com).
- Proactively identify and resolve client issues.
- Open investment accounts and manage fund transfers.
- Assist in planning and execution of estate planning seminars.
- Team Collaboration
- Collaborate with the team to improve internal processes and client satisfaction.
- Adhere strictly to regulatory guidelines and internal policies.
Qualifications :
What Sets You Apart :
Additional Requirements :