Client Services Coordinator - Build Relationships & Impact

West Advisory Group; Erie (Erie County); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan and profit sharing

Paid Time Off (PTO)

Job summary

A local financial firm is seeking a First Impressions/Client Service Coordinator in Erie, PA. The ideal candidate will excel in customer service, manage client appointments, and assist with various administrative tasks. Candidates should possess a high school diploma and at least one year of office experience, preferably in the financial sector. This full-time position offers a salary between $30k-$40k based on experience, alongside medical benefits and a 401(k) plan.

Qualifications

• 1+ years’ experience in a busy office environment.
• Prior experience in the financial industry is a plus.
• Skilled in building strong, trust-based relationships with clients.

Responsibilities

• Answer phones and greet clients in a friendly manner.
• Manage advisors’ calendars, including appointment scheduling.
• Maintain the firm’s CRM system through accurate data entry.
• Coordinate seminar pre-registration processes.

Skills

Customer service

Organizational skills

Communication

Attention to detail

Initiative

Education

High school diploma

Job description

A local financial firm is seeking a First Impressions/Client Service Coordinator in Erie, PA. The ideal candidate will excel in customer service, manage client appointments, and assist with various administrative tasks. Candidates should possess a high school diploma and at least one year of office experience, preferably in the financial sector. This full-time position offers a salary between $30k-$40k based on experience, alongside medical benefits and a 401(k) plan.