Client Coordinator

Parsippany, NJ 07054

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

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


  • 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


  • 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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