Client Service Coordinator (Portsmouth, NH)

Mercer Advisors•Portsmouth, NH

1d•$26 - $30•Onsite

About The Position

The primary focus of a Client Service Coordinator is to provide excellent service and administrative support to the Wealth Management team in servicing and delivering on the needs of high net worth clients. As a Client Service Coordinator, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills.

Requirements

High School diploma with a Bachelor’s degree highly preferred
Prior experience working in an office environment with a customer service focus
Excellent verbal and written communications skills a must
Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus
Strong desire for continuous self-learning and professional growth

Nice To Haves

Financial services industry a plus
Notary designation a plus

Responsibilities

Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes
Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements
Coordinating with internal operation departments to ensure client requests are fulfilled
Managing client deposits
Maintaining data integrity across all systems and updating as necessary
General office administration duties
Other duties as needed

Benefits

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance