Client Support Coordinator – Financial Services Company with a 4.8 on Glassdoor!

Client Support Coordinator Financial Services Company with a 4.8 on Glassdoor!
Location: Columbus OH (near Huntington Park)
Salary: $63000-$70000
Benefits: Medical Dental Vision Life PTO Holidays Company-Based Incentives Profit-Sharing
Start Date: ASAP
Job Type: Full-Time
Typical Hours: M-F 8:30 am 5:00 pm (some flexibility); Great Work/Life Balance!
Sponsorship not available

Client Support Coordinator (administrative/operations/customer service) Description

Our client a privately held financial services company is looking for a Client Support Coordinator to join their office in Columbus this role you will perform a variety of administrative tasks while also handling direct client communications. Due to our clients scope of work the tasks you will be supporting are often highly confidential and more complex in nature. A willingness to learn serve and collaborate are critical to success in this role. While a financial services support background would be helpful they have the right resources and onboarding in place to lessen the learning curve. After all youll be taking over for a long-standing team member who is retiring after more than 30 years with the company. Their company is rooted in service and with over 100 employees across multiple locations they do not let results get in the way of doing the right thing. Both for their clients and their employees. With a 4.8 on Glassdoor and many accolades for being one of the top workplaces in the area this is an excellent opportunity for someone who has a passionate heart giving spirit and an organized approach to administrative work. Do not miss your chance to partner with a leadership team that prioritizes work/life balance culture and community.

Client Support Coordinator (administrative/operations/customer service) Responsibilities

Develop working knowledge of client accounts
Handle direct client communications including phone and email
Prepare new account paperwork for advisory accounts IRAs mutual funds etc.
Arrange paperwork for account transfers ensuring accuracy and timeliness
Compose and type correspondence to clients businesses and financial institutions
Process all types of cash flow management including checks ACHs transfers etc.
Serve as a liaison between internal teams and financial institutions
Craft meeting booklets for wealth management review of client portfolios
Assist with client communications including quarterly client reports
Help with special projects (client events holiday cards client gifts etc.)
Schedule meetings and manage portfolio managers calendar
Pursue ongoing professional development

Client Support Coordinator (administrative/operations/customer service) Qualifications

3 years of office-based client support experience required
Experience collaborating across departments to meet client goals required
Ability to work onsite required