What are the responsibilities and job description for the Financial Operations Coordinator position at Rademacher Financial, Inc.?
We are seeking an organized and detail-oriented individual to fill the role of Client Services Associate at Rademacher Financial, Inc.
This position is responsible for providing exceptional client service, coordinating onboarding processes, and maintaining office operations.
Key Responsibilities
- Client Communication:
- Respond to client inquiries and requests
- Prepare outgoing correspondence and greeting cards
- Task Management:
- Track and complete assigned tasks in a timely manner
- Coordinate with the Client Service Manager and Technology Implementation Specialist as needed
- Team Collaboration:
- Work closely with the Client Service Team to achieve shared goals
- Participate in training sessions and workshops to enhance skills and knowledge
