Client Coordinator

Parsippany, NJ 07054

Posted: 11/07/2019 Industry: Accounting Job Number: 9300

Job Description


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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