# Client Service Coordinator

> Kestra Financial Independent Advisor · Raleigh, United States · Full-time · Posted 2023-08-01

**Salary:** USD 50,000–70,000

**Workplace:** on_site

**Department:** Administrative

## Description

The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills  

• Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm  

• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines

• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation

• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

• Deposit checks received and maintain check blotter in adherence to compliance guidelines

• Maintain client information in CRM database

• Manage and update mailing lists for birthdays, holidays, and firm marketing efforts

• Order supplies for office and act as point of contact for any infrastructure requests

## Requirements

-   Basic computer skills (Outlook, Word, Excel and Power Point) are essential
-   Strong administrative and time management skills with superior attention to detail
-   Excellent communication skills, both verbally and in writing
-   CRM knowledge a plus

## Benefits

Our firm is a family owned business with high quality clients who have been with us a long time. The work environment is not fast paced, but steady and pleasant. We offer competitive pay, time off, and a retirement plan.

## Apply

[Apply at Kestra Financial Independent Advisor](https://apply.workable.com/kestra/j/7539D4CF69/apply)

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