Service Coordinator
Service Coordinator
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Job Description
About LeafHouse:
LeafHouse provides 338 and 321 investment management services and creates packaged solutions to mitigate risk to meet retirement plans unique needs. Our objective is to deliver quality investment services that incorporate fiduciary management principles and ERISA best practices. We seek to protect and provide solutions to our plan sponsor clients.
Service Coordinator Job Description:
Assist with aspects of servicing LeafHouse clients by coordinating with their retirement plan providers facilitating communication between all parties reviewing required action items for administrative items related to investment management and ensuring a smooth fund change experience. Work with an established team to provide satisfactory client service to our partners and clients. This entry level role is inperson at our office in Austin TX. Starting salary for this position is $50000 and dependent on experience.
Roles/Duties:
- Professionalcommunication skills in email phone calls or teambased settings
- Maintain notes and updates within a CRM
- Work on recurring quarterly and ongoing projects both individually and within the department
- Serve a resource of knowledge for clients on our operational processes
- Ability to use multiple systems to review clients accounts and track items Initiate fund change communications with external parties for clients Connect appropriate team members with email or call inquiries
- Strong analytical and problemsolving skills
Qualifications And Desirable Experience:
- Bachelors degree (all majors encouraged to apply) or 2 years industryrelated experience preferred
- Proficient in Microsoft applications
- Detailoriented
- Able to work well in both a team environment and independently
- Client service mentality adaptability and willingness to collaborate openly with other functions
- Experience with online CRMs preferred
- Proven ability to manage multiple work streams at a time with high attention to detail
- Experience in the financial industry is a plus
Benefits:
- 401(k) available with company match
- Most medical dental and vision health coverage policiesavailable for employees are covered by the company
- Most medical dental and vision health coverage policiesavailable for family and spouses are 50 covered by the company
- Generous paid time off policy
Required Experience:
Junior IC
Employment Type
Full-Time
