Client Coordinator #37018
Office Call Center
Plymouth Meeting, PA Direct Hire Sep 19, 2024
Contemporary Staffing Solutions (CSS) is seeking a Client Coordinator to join our client for a hybrid opportunity in Plymouth Meeting, PA! The Client Coordinator is responsible for serving as a liaison between high-net-worth clients, their trusted advisors, and the internal team to ensure a seamless and exceptional client experience. This role involves managing the client onboarding process, maintaining ongoing client services, and supporting their financial strategies. This Direct-Hire opportunity offers $70,000-$85,000/year based on experience!

Position Responsibilities:
  • Oversee and track all tasks related to establishing and maintaining client financial plans.
  • Collaborate with internal teams to facilitate a smooth transition for new clients and provide continuous service and support.
  • Assist high-net-worth clients and their teams with paperwork, documentation, and processing needs.
  • Communicate directly with clients, attorneys, accountants, and advisors to ensure everyone is well-informed and updated on all developments.
  • Prepare materials and compile necessary information for client meetings and periodic reviews.
  • Initiate and track client-related requests, such as account openings, investment planning, fund transfers, and other financial operations.
  • Maintain consistent and clear communication with clients through various channels to nurture strong, ongoing relationships.
  • Deliver outstanding client service and resolve any issues or concerns that may arise.

Qualifications:
  • 3+ years of experience in the financial services industry or a related field.
  • Bachelor's degree preferred.
  • Proficiency in Microsoft Word, Excel, and Outlook.
  • Strong analytical abilities and attention to detail.
  • Highly organized, capable of managing multiple tasks simultaneously.
  • Strong interpersonal skills with a client-first approach, able to build and maintain relationships.
  • Familiarity with Customer Relationship Management (CRM) software is a plus.
  • Excellent verbal and written communication skills.
  • Team-oriented and collaborative, able to work effectively within a group and independently.
  • Motivated to work in a dynamic and entrepreneurial environment.

Contemporary Staffing Solutions (CSS) has been a leading provider of contract, temporary, temporary-hire & direct hire solutions. We began as a staffing agency and evolved to a national provider of workforce management solutions with a niche recruitment focus in Accounting & Finance, Call Center & Office, Human Resources, Sales & Marketing, & Information Technology. To learn more about CSS, visit our website: www.ContemporaryStaffing.com.