Coordinator
Client Services Coordinator Jobs In Nazareth, PA | Keystone Financial Management Full Time
Client Services Coordinator Jobs In Nazareth, PA | Keystone Financial Management
| Hiring Organization | Keystone Financial Management |
| Job Location | Nazareth, PA |
| Date Posted | Aug/28/2022 |
| Base Salary | $ |
| Employment Type | Full Time |
| Valid Until | N/A |
Client Services Coordinator Jobs In Nazareth, PA | Keystone Financial Management
List Of Vacant Positions (Newly Updated)
| JOB TITLE | LOCATION |
|---|---|
| Client Services Coordinator | Nazareth, PA |
Job Responsibilities:
- Meeting scheduling, coordination, and confirmations
- Help maintain meeting calendar
- Client support (phone and email)
- Data entry / Maintain Client Database
- Client meeting preparation & follow up
- Document preparation, scanning, processing
- Greeting clients
- Communicate with home office and variety of other financial institutions
Job Requirements:
- Technology Savvy
- Exemplary communication skills
- Outstanding organizational
- Excellent attention to detail.
- Proficiency with MS Word, Excel, Outlook, & CRM softwa
- Ability to pass a background check
- Ability to maintain client confidentiality and adhere to rules and regulations required by advisor and FINRA
- Ability to work both independently and as part of a team
