Client Service Coordinator

Kestra Technologies; Paris; Sur place; EUR 30 000 - 45 000; Plein temps

Avantages offerts par ce poste

Competitive pay

Time off

Retirement plan

Résumé du poste

Kestra Technologies is looking for a Client Service Coordinator to enhance the client experience through excellent customer service and attention to detail. In this role, you'll support Financial Advisors and manage client interactions, ensuring smooth operations and timely responses.

The ideal candidate will possess strong administrative skills and be proficient in basic computer applications, contributing to a steady and pleasant work environment. Competitive pay, time off, and a retirement plan are offered.

Qualifications

• Basic computer skills (Outlook, Word, Excel, Power Point) are essential.
• Strong administrative and time management skills with superior attention to detail.
• Excellent communication skills, both verbally and in writing.

Responsabilités

• Support Financial Advisor and Senior Client Service Associate with administrative functions.
• Interact with clients, handle scheduling and correspondence.
• Assist with meeting preparation, generate reports, and document follow-ups.
• Process and service all account requests, following compliance guidelines.
• Maintain client information in CRM database.
• Manage mailing lists for firm marketing.
• Order supplies and handle infrastructure requests.

Connaissances

Customer service

Attention to detail

Time management

Communication skills

CRM knowledge

Outils

Outlook

Word

Excel

Power Point

Description du poste

The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.

Responsibilities

• Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm
• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines
• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
• Deposit checks received and maintain check blotter in adherence to compliance guidelines
• Maintain client information in CRM database
• Manage and update mailing lists for birthdays, holidays, and firm marketing efforts
• Order supplies for office and act as point of contact for any infrastructure requests

Qualifications

• Basic computer skills (Outlook, Word, Excel and Power Point) are essential
• Strong administrative and time management skills with superior attention to detail
• Excellent communication skills, both verbally and in writing
• CRM knowledge a plus

Our firm is a family owned business with high quality clients who have been with us a long time. The work environment is not fast paced, but steady and pleasant. We offer competitive pay, time off, and a retirement plan.