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Client Service Coordinator - Erie, PA at Advisor Employee Services – Erie, Pennsylvania

Advisor Employee Services
Erie, Pennsylvania, 16506, United States
Posted on
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Recently UpdatedSalary:$30000 - $40000Job Function:Customer Service

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About This Position

Client Service Coordinator - Erie, PA

Position: Client Service Coordinator
Firm: West Advisory Group
Location: Erie, PA
Overview:
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!
What you'll do:
  • 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
What We're Looking For:
  • High school diploma
  • 1+ years' experience in a busy office environment
  • Prior experience in the financial industry is a plus
  • 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
What You'll Get:
Pay & Perks:
  • $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
Schedule:
  • In office: Monday – Friday, 8:30am – 5:00pm
  • Some evenings required for client events and an occasional Saturday
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

Job Location

Erie, Pennsylvania, 16506, United States
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Job Location

This job is located in the Erie, Pennsylvania, 16506, United States region.

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