What are the responsibilities and job description for the Financial Services Coordinator position at The Chamberlin Group?
We are seeking a skilled Financial Services Coordinator to join our team at The Chamberlin Group.
About the Role
This is an exciting opportunity for a detail-oriented individual to support our clients in their retirement transition. As a Financial Services Coordinator, you will be responsible for providing exceptional service and support to our clients, ensuring they receive timely and accurate information.
Key Responsibilities:
- Build rapport with clients and provide personalized support
- Communicate effectively with colleagues and stakeholders
- Maintain accurate and up-to-date client records
- Ensure timely and efficient resolution of client issues
Requirements
To succeed in this role, you will need:
- A college degree or equivalent experience
- Up to 2 years of experience in customer service and/or the financial industry
- Proficiency in Microsoft Office and G-Suite
- Exceptional communication and interpersonal skills
We offer a comprehensive benefits package, including medical, dental, vision, and paid time off. If you are a motivated and detail-oriented individual looking for a new challenge, please apply today!
