Client Coordinator

Parsippany, NJ 07054

Posted: 03/29/2019 Industry: Accounting Job Number: 8835 Pay Rate: $33,000.00 - $35,000.00

SUMMARY
This position provides service support to the Advisor & Relationship management team as needed.

RESPONSIBILITIES

  • Processes new account forms and/or additional paperwork requested by advisor or client



  • Schedule and prepare agendas for client review meetings



  • Assist with gathering and preparing documents for client review meeting



  • Assist in any post review follow up actions



  • Update CRM client records as needed



  • Follow up with assigned open Items



  • Maintain client files in good order



  • Work on special projects as assigned



QUALIFICATIONS



  • Associates Degree required; Bachelor s preferred



  • 1 year experience with financial advisory firm desired



  • Professional attitude, demeanor, and appearance



  • Collaborative "can-do" attitude



  • High degree of attention to detail



  • Proficient in Microsoft Office applications



  • Excellent oral and written communication skills







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