Client Service Coordinator Erie, PA

Erie, PA - USA

Monthly Salary: Not Disclosed

Posted on: 6 hours ago

Vacancies: 1 Vacancy

Job Summary

Position: Client Service Coordinator

Firm: West Advisory Group

Location: Erie PA

Overview:

At West Advisory Group located in Erie PA we provide professional guidance for retirement planning wealth accumulation asset protection tax efficiency and many other aspects of holistic wealth management. We deliver smart forward-thinking strategies with a deeply human touch ensuring that every client receives solutions tailored to their unique needs and goals.

We are seeking an enthusiastic and personable Client Service Coordinator to join our team. If you enjoy connecting with people building relationships and want to be part of a firm where you can truly make a difference wed love to meet you!

What youll do:

Answer phones and greet clients in a friendly positive and warm manner
Manage advisors calendars including appointment scheduling and rescheduling
Order front office supplies and keep track of inventory
Complete and process new client applications
Assist clients with issues and account inquiries
Maintain the firms CRM system through accurate data entry and database management
Handle the setup closure and transfer of client accounts accurately and efficiently
Monitor and track pending service work ensuring clients receive personalized update calls regarding the progress of their requests
Coordinate seminar pre-registration processes and provide onsite assistance during client events
Assist the team with various administrative duties and tasks

What Were Looking For:

High school diploma
1 years experience in a busy office environment
Prior experience in the financial industry is a plus
Embraces change and adapts quickly to evolving processes
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple requests and prioritizing time sensitive tasks
Excellent communication; written and verbal
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong trust-based relationships with clients by providing attentive personalized service and guidance
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct especially when handling confidential client information and financial matters

What Youll Get:

Pay & Perks:

$30k/year - $40k/year based on experience bonus potential
Medical dental and vision insurance
401k plan and profit sharing after 1 year of employment
PTO

Schedule:

In office: Monday Friday 8:30am 5:00pm
Some evenings required for client events and an occasional Saturday

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Position: Client Service CoordinatorFirm: West Advisory GroupLocation: Erie PAOverview: At West Advisory Group located in Erie PA we provide professional guidance for retirement planning wealth accumulation asset protection tax efficiency and many other aspects of holistic wealth management. We deli...