Client Service Coordinator - Erie, PA
About The Position
At West Advisory Group , located in Erie, PA , we provide professional guidance for retirement planning, wealth accumulation, asset protection, tax efficiency, and many other aspects of holistic wealth management. We deliver smart, forward-thinking strategies with a deeply human touch, ensuring that every client receives solutions tailored to their unique needs and goals. We are seeking an enthusiastic and personable Client Service Coordinator to join our team. If you enjoy connecting with people, building relationships, and want to be part of a firm where you can truly make a difference, we’d love to meet you!
Requirements
- High school diploma
- 1+ years’ experience in a busy office environment
- Embraces change and adapts quickly to evolving processes
- Collaborative team player willing to assist others
- Demonstrates exceptional organizational skills by efficiently managing multiple requests and prioritizing time sensitive tasks
- Excellent communication; written and verbal
- Exhibits meticulous attention to detail and a commitment to accuracy
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Self-starter who takes initiative and works well independently
- Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Nice To Haves
- Prior experience in the financial industry is a plus
Responsibilities
- Answer phones and greet clients in a friendly, positive, and warm manner
- Manage advisors’ calendars, including appointment scheduling and rescheduling
- Order front office supplies and keep track of inventory
- Complete and process new client applications
- Assist clients with issues and account inquiries
- Maintain the firm’s CRM system through accurate data entry and database management
- Handle the setup, closure, and transfer of client accounts accurately and efficiently
- Monitor and track pending service work, ensuring clients receive personalized update calls regarding the progress of their requests
- Coordinate seminar pre-registration processes and provide onsite assistance during client events
- Assist the team with various administrative duties and tasks
Benefits
- $30k/year - $40k/year based on experience + bonus potential
- Medical, dental and vision insurance
- 401k plan and profit sharing after 1 year of employment
- PTO
- In office: Monday – Friday, 8:30am – 5:00pm
- Some evenings required for client events and an occasional Saturday
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
