What are the responsibilities and job description for the Financial Services Coordinator position at RUNESTAD FINANCIAL SERVICES, LTD.?
Job Description:
We are seeking a skilled and detail-oriented Client Service Administrator to join our team at RUNESTAD FINANCIAL SERVICES, LTD.
The ideal candidate will have excellent communication skills, strong organizational abilities, and the ability to work independently in a fast-paced office environment.
About the Role:
This is an exciting opportunity for a motivated individual to develop their skills and contribute to the growth of our financial services firm. The successful candidate will be responsible for servicing existing clients, responding to incoming calls, and managing database information.
Key Responsibilities:
- Respond to client inquiries in a friendly and professional manner
- Resolve client issues and complete service requests
- Input notes into CRM and maintain accurate records
- Coordinate client transfers and prepare necessary documents
- Assist with client updates, reports, and mailings
Requirements:
- Bachelor's Degree preferred
- 2 years working alongside a Financial Advisor in a fast-paced office environment
- Experience with MS Office Suite and CRM software
