Client Coordinator
About The Position
Reporting to the Planning Team and Client Coordinator Supervisor, the Client Coordinator is responsible for being the initial point of contact for our clients, whether that is through phone calls or emails. The Client Coordinator will provide administrative support to a Planning team, including answering initial client phone calls and assisting in responding directly to client calls and email communications. They will also be responsible for scheduling client consults and phone calls, keeping Planners' schedules up to date, requesting and organizing information from clients, and assisting with Investment Operations by submitting requests via the Tectonic Portal.
Requirements
- Minimum of high school diploma or equivalent required
- Minimum 3 years related work experience as an administrative assistant preferred
- Professional demeanor with a service mentality
- Organized, detail-oriented, competent follow through skills
- Excellent communication skills (spelling and grammar)
- Superior organization skills - ability to suggest processes and follow up
- Ability to exercise good judgment/decision making when necessary
- Must have flexibility to work overtime as required
- Proficiency in Microsoft Office software including Word, Excel, and Outlook
- Self-motivated with strong sense of owning the client relationships (internal and external)
- Ability to independently manage multiple projects to completion
Nice To Haves
- Bachelor’s degree preferred
Responsibilities
- Act as the initial point of contact (via phone or email) and liaison between the Planner and the client
- Facilitate client consult day logistics
- Keep an accurate, confirmed, and up-to-date calendar for their Planners
- Gather information from clients, renaming, and saving that information in an organized fashion for use in the preparation of client consults
- Ensure clients are provided with the appropriate compliance disclosures and engagement letters according to their services
- Provide administrative support to a Planning team.
- Answering initial client phone calls and assisting (when needed) in responding directly to client calls and email communications.
- Scheduling client consults and phone calls when needed.
- Request information directly from the client that may be needed for upcoming consults or phone calls and follow-up accordingly.
- Receive and Organize information from the client so that the Data Input Specialist and Associate Planner can prepare for the upcoming meetings/calls.
- Assist with Investment Operations by submitting requests as needed via the Tectonic Portal, as instructed by the Planner.
Benefits
- Heavily subsidized medical insurance options
- Generous employer HSA contributions
- 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
- Dental and Vision plans
- Unlimited PTO
- Organization-paid holidays, including an extended Winter Break
- Safe Harbor 401k Plan
- Employer-paid professional dues, licenses, and renewals
- Continuing Education resources
- Family Planning Assistance Program and Paid Parental Leave
- Subsidized fitness programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
