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Client Support Coordinator
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Savage & Associates
Remote
$47,500 Salary, Full-Time
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Job Description
Client Support Coordinator Savage & Associates Maumee, OH Job Details Full-time $40,000 - $55,000 a year 7 hours ago Benefits Health insurance On-site gym Dental insurance Paid time off Work from home Employee assistance program Vision insurance Professional development assistance Flexible schedule Retirement plan Qualifications Benefits administration Customer communication Customer service Filing Microsoft Office Administrative experience Client services Organizational skills Productivity software Associate's degree Full Job Description Savage & Associates has an exciting opportunity to join one of our advisor teams! A strong focus of the advisory team is to deliver an exceptional client experience, and this is accomplished with dedicated professionals working together to serve the client.
The Role:
As a Client Support Coordinator, you will be focused on numerous steps of the client review process including:- Preparing updates and sharing those with the advisor in advance of a client review meeting
- Attending the client review meetings and updating the clients' electronic files in real time during the review meeting
- Coordinating follow up service and support items identified in the meeting As a Client Support Coordinator, you will be involved with interacting with the internal compliance as well as the broker dealer to:
- Seek answers to questions which arise in support of a client
- Seek clarity on a question which arises
- Help solve client inquiries
Qualifications:
Experience:
2+ years of experience in client services and/or administrative support-preferably in the financial services industry- Excellent communication skills
- Organization-Attention to detail is important.
Education:
Associates or Bachelor's degree in business or related field preferred Compensation and Benefits- Competitive compensation starting at $40,000-$55,000 (Negotiable)
- Health Insurance and other employee benefits
Retirement Plan:
SEP retirement plan- Generous paid time off
- Hybrid Work Schedule-A balance between working at home and in the office
- A positive team environment
- Opportunities for growth Please apply with your resume and a brief cover letter to this posting.