Client Relationship Coordinator (Administrative)

The SKG Team at Barnum Financial Group; Village of Elmsford (NY); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

The SKG Team at Barnum Financial Group in Elmsford, NY, is seeking an organized administrative assistant with a financial services background to support advisors and clients. You’ll handle phones, scheduling, calendar management, and CRM data entry while contributing to marketing projects in a fast-paced environment.

Ideal candidates have 2+ years admin experience, a degree, and strong MS Office skills; familiarity with TaxDome or Salesforce is a plus.

Qualifications

• At least two years administrative experience.
• Experience in financial services preferred.
• Strong written and verbal communication.
• Proficiency with MS Office required.

Responsibilities

• Answering phones and directing calls.
• Email management and response.
• Appointment scheduling via phone and e-mail.
• Management of multiple advisor calendars.
• Documenting information in client management system.
• Implementing and executing a tiered client service model.

Skills

Administrative experience

Phone & scheduling

Client communication

Office software

Education

Bachelor's Degree

Associate's Degree

Tools

Salesforce

TaxDome

Excel

Word

Outlook

Job description

Who We Are

We are a growth, result and detail-oriented wealth management and tax services team looking for an individual who is committed to long term success, achievement and helping people!

Who You Are

You are talented, outgoing, organized and have some previous administrative experience. You preferably have experience working in financial services. You are so much more than an \'assistant\'.

You are the face and the voice and written word that makes an important impression on our team\'s prospects and clients. You realize how important it is to use the right words on the phone and to draft clear, concise, accurate written communications to clients. You play an important role in growing our business. You are comfortable making phone calls to book meetings with existing clients that you get to know and who trust you.

While you have a passion for the core work you do, you also enjoy assisting on occasional marketing projects and social/web initiatives. Above all else you embrace a fast-paced work day with big to-do list and multiple priorities.

Responsibilities

• Answering phones and directing calls


• Email management and response


• Appointment scheduling via phone and e-mail


• Management of multiple advisor calendars


• Documenting information in client management system through TaxDome CRM


• Implementing and executing a tiered client service model

Salary

$60,000 plus performance bonus (Up to 20% realistic bonus potential) (one-two years experience)

This role is directly hired by The SKG Team at Barnum Financial Group

Requirements

• At least one year industry experience preferred


• Two years administrative experience required


• Bachelor's Degree preferred Associate's Degree required


• Experience in Microsoft Office required (excel/word/outlook)


• Salesforce CRM or TaxDome experience ideal


• Experience in accounting firm preferred

Benefits

• 401(k)


• 401(k) matching


• Dental insurance


• Health insurance


• Paid time off


• Vision insurance