Financial Services Assistant

3 weeks ago


Dudley, Dudley, United Kingdom Nichols College Full time

About the Position:

The Client Experience Coordinator will play a vital role in ensuring that our clients receive exceptional service and support from our Financial Advisors. This position requires a strong attention to detail, excellent communication skills, and the ability to work effectively in a fast-paced environment.

Key Responsibilities:

  • Provide exceptional 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

Estimated Salary Range: $50,000 - $70,000 per year

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