What are the responsibilities and job description for the Client Service Coordinator position at Traverse Financial Solutions?
At Traverse Financial Solutions, we pride ourselves on providing exceptional client support and guidance. As a Sr. Administrative Assistant, you will be an integral part of our team, working closely with our advisors and clients to develop tailored financial solutions.
We believe in taking the time to understand each client's unique situation and creating a personalized financial roadmap to ensure their journey is guided by a comprehensive financial planning process.
Job Specifications:
The ideal candidate will possess a bachelor's degree in finance or a business-related field and have 1-3 years of customer service or administrative support experience. Financial services or bank industry experience is preferred. The successful candidate will also be proficient in Microsoft Office Suite and possess strong verbal and written communication skills.
Key Skills and Qualifications:
- Bachelor's degree in finance or business-related field.
- 1-3 years of customer service or administrative support experience.
- Financial services or bank industry experience.
- FINRA registrations – SIE, Series 7, Series 66, or willingness to obtain within six (6) months.
- Proficiency in Microsoft Office Suite.
- Strong professional verbal and written communication skills.
- Able to work effectively as part of a team and independently with minimal supervision.
- Excellent organization, problem-solving, time management, attention to detail, and prioritization skills.
- Able to manage multiple priorities and projects in a fast-paced environment.
- Able to maintain confidentiality, exercise discretion, make solid judgments, and act with integrity, professionalism, and empathy.
