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Client Service Coordinator - Part-time

Company: RFG Advisory
Location: Birmingham
Posted on: March 19, 2023

Job Description:

Client Service Coordinator

RFG Advisory is seeking a patient, diligent and innovative individual to join our team! There will be a way for you to bring value to this organization every day. More than your traditional administrative role, you will play a pivotal role in the growth and success of the Advisor's business.

The Client Service Coordinator provides general support and assistance to our Advisor and their clients. The ideal candidate is highly motivated and enjoys working in a fast-paced office environment with a willingness to learn and grow as part of a financial team. Position requires attention to detail, excellent communication skills and strong organizational ability.

This part-time position is in-office, requiring 10-12 hours per week.

  • Make our clients feel valued by providing efficient and timely customer service.
  • Client Care which includes phone calls, customizing client portals, general client questions and working with clients to resolve issues.
  • Prepare financial documents including preparation for client meetings.
  • Open and maintain client account records across various custodial platforms
  • Assist with office activities including drafting professional emails and letters, filing, and mailings.
  • Manage appointments and other administrative responsibilities.
  • Work closely with Technology Relationship Manager to maximize proficiency of technology resources.
  • Assist advisors in confirming and maintaining accuracy of client information in CRM.
  • Process financial planning agreements.
  • Manage appointments and other administrative responsibilities.
  • Understand policies and maintain records required by compliance.
  • Conduct mass mailings and email marketing. Behavioral Attributes:
    • Develops and maintains positive working relationships with others.
    • Arrives to work each morning on time.
    • Completes action items in a timely manner.
    • Maintains a high level of customer service and is passionate about meeting and assisting clients.
    • Takes pride in the achievement of team objectives.
    • Assists team members unprompted.
    • Manage their time effectively.
    • Keeps pace with changes and acquires knowledge/skills to further personal, professional, and team capability.
    • Ability to work with the Advisor to accomplish a common goal
    • Conform to a changing environment and work at a quick pace to meet deadlines
    • Consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. Qualifications:
      • Financial services experience required
      • Salesforce experience preferred
      • Must be technologically savvy
      • Superior organization skills and attention to detail
      • Ability to multi-task, prioritize effectively and be a self-starter
      • Strong written and oral communication skills
      • Experience in Microsoft Office, Word, Power Point, Outlook and Excel
      • Willingness and desire to learn new systems This Job Is Ideal for Someone Who Is:
        • Dependablemore reliable than spontaneous
        • People-orientedenjoys interacting with people
        • Adaptable/flexibleenjoys doing work that requires frequent shifts in direction
        • Detail-orientedwould rather focus on the details of work than the bigger picture
        • Achievement-orientedenjoys taking on challenges
        • High stress tolerancethrives in a high-pressure environment

Keywords: RFG Advisory, Birmingham , Client Service Coordinator - Part-time, Other , Birmingham, Alabama

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