What are the responsibilities and job description for the Administrative Services Coordinator position at The Heritage Team?
About This Role
We are looking for a highly organized and proactive Client Operations Manager to join our team and provide critical administrative and client-facing support in our office. This is an excellent opportunity for a detail-oriented, client-focused professional with a background in customer service, hospitality, or administrative support.
The ideal candidate will be able to welcome change, embrace new technology, and continuously seek to improve processes. They will also be able to think on their feet and find solutions independently.
- Responsibilities:
- Client on-boarding and new business submission and processing
- Preparing, sending, and filing necessary documents for client accounts
- Maintaining current client relationships and assisting with client outreach
- Assisting clients with service requests
- Working with advisors in generating proposals and other new business-related documents
- Overseeing the new business process and account setup from start to finish
- FOLLOWING UP WITH CLIENTS VIA PHONE, EMAIL, AND TEXT REGARDING ACCOUNT-RELATED INFORMATION
- Working with outside companies to ensure account transfers are completed quickly and efficiently
- FOLLOWING UP ON OUTSTANDING NEW BUSINESS AND SERVICE REQUESTS TO ENSURE THEY ARE COMPLETED
- Assisting with document gathering and data entry during the financial planning process
- Handling incoming client emails and phone calls to provide exceptional service
- Processing checks and assisting with compliance-related duties
- General data entry and record-keeping
