What are the responsibilities and job description for the Financial Service Coordinator position at The Gleason Group?
At The Gleason Group, we are committed to providing exceptional financial planning and wealth management services to our clients. As a Client Service Specialist, you will play a crucial role in ensuring that our clients receive personalized support and attention.
The ideal candidate will possess strong interpersonal skills, be highly organized, and have the ability to take ownership of client needs without supervision. You will be responsible for managing incoming client phone calls, greeting clients for in-office visits, and scheduling appointments using Ringcentral/Zoom/TEAMS virtual meetings.
In this role, you will also be responsible for preparing, submitting, and monitoring progress of client forms and correspondence, as well as timely processing of money movement, ACH's, wires, and other client requests.
To be successful in this position, you must be able to present a warm, personal, and professional demeanor, and provide timely, accurate, and friendly client communications.
