Client Services Coordinator for Financial Advisors

Dahl Consulting; Saint Cloud (MN); On-site; USD 49,000 - 63,000; Full time

Benefits offered by this job

Health insurance

Life insurance

401k

PTO

Job summary

A financial services organization in Saint Cloud is seeking a detail-oriented Client Services Coordinator. This role involves coordinating client interactions, managing service requests, and maintaining accurate records. Candidates should have at least 2 years in client support and possess strong multitasking abilities. Knowledge of Salesforce is preferred. The organization offers a competitive salary and a range of benefits including health insurance and 401k.

Qualifications

• Minimum 2 years experience in project management, account management, or customer service.
• Strong ability to multitask while maintaining attention to detail.
• Clear and professional written and verbal communication skills.

Responsibilities

• Coordinate daily workflow with financial advisors and client service managers.
• Serve as backup support to the front desk as needed.
• Manage service calls and client communications professionally.

Skills

Multitasking

Professional communication

Analytical skills

Attention to detail

Tools

Salesforce

Job description

A financial services organization in Saint Cloud is seeking a detail-oriented Client Services Coordinator. This role involves coordinating client interactions, managing service requests, and maintaining accurate records. Candidates should have at least 2 years in client support and possess strong multitasking abilities. Knowledge of Salesforce is preferred. The organization offers a competitive salary and a range of benefits including health insurance and 401k.