Business Operations Specialist
7 days ago
About the Role:
As a Client Experience Coordinator, you will play a crucial role in delivering exceptional client service and operational support to our Financial Advisors. This position is ideal for someone who is passionate about providing outstanding customer service and has a keen eye for detail.
Key Responsibilities:
- Provide top-notch client service and operational support to one or more Financial Advisors
- Coordinate client onboarding, including managing prospect pipelines, assisting with proposal generation, preparing new account paperwork, opening accounts, and transitioning assets to our firm
- Answer incoming phone calls and handle them appropriately
- Ensure business adherence with firm and industry regulatory policies
- Maintain accurate records in our CRM system, leveraging the platform to manage client relationships through mailings, reporting, email tracking, and more
- Organize and coordinate seminars and client events at the direction of Financial Advisors
- Manage social media presence, including website, LinkedIn, Twitter, and other platforms
- Initiate and complete all transactions required to fully service client accounts, including paperwork, correspondence, and special projects
- Enter security orders per Financial Advisor instructions or upon client direction
- Proactively review investment opportunities daily and notify Financial Advisors to take action
Requirements:
- 2+ years of relevant work experience
- Strong focus on excellent client service
- Proficient in Microsoft Office suite and ability to learn and navigate our technology platforms
- Bachelor's degree preferred
Why Join Our Team?
We are committed to inclusion and diversity, and we view this as an ongoing journey of shared responsibility, continuous improvement, and progress. As a member of our team, you will have the opportunity to grow your career, develop new skills, and make a real impact in the lives of our clients.
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