Client Services Coordinator - Onboarding & Operations

RightClick

Darien (CT)

On-site

USD 45,000 - 65,000

Full time

6 days ago

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Job summary

RightClick in Fairfield County, CT is seeking a Client Service Associate to execute a full client service program, including new client onboarding, ongoing service, and daily operational duties. This onsite role requires strong communication, meticulous attention to detail, and a can-do attitude.

The successful candidate will manage advisor calendars, answer phones, input client data into CRM, and coordinate with custodians on account maintenance and reporting, delivering reliable, professional

Qualifications

At least 2 years of financial services experience preferred.
B.S./B.A. degree preferred.
Series License(s) (7, 65, 6) not required but preferred
Strong Microsoft Word, Excel, and Outlook skills.
Excellent organizational skills and multi-tasking ability.
Strong time management skills.

Responsibilities

Manage heavy calendaring and scheduling for advisors
Perform office operations, including answering phones and greeting clients
Handle routine client service requests and resolve inquiries efficiently
Input data into CRM and ensure accuracy of client information
Coordinate with custodians and strategic partners on account maintenance and reporting