Job Title: Client Service Coordinator

Location: Wheeling, West Virginia

Are you a motivated and dedicated professional looking to advance your career in the financial services industry? Our client, a reputable financial services establishment, is seeking a Client Services Coordinator to join their dynamic team. In this role, you will implement investment operations and manage client service requests for high-net-worth individuals and entities. Your contributions will be essential in delivering top-notch service and support to their clients.

Key Responsibilities:

• Oversee all client activity and ensure operational efficiency.
• Open new investment accounts based on client planning needs.
• Prepare and process client service paperwork accurately.
• Maintain and organize office processes and documentation.
• Assist in the consolidation and transfer of client assets.
• Implement financial recommendations through direct client communication.
• Generate performance and portfolio reports as requested by the advisory team.
• Provide ongoing support to clients as their needs evolve.
• Build rapport with clients, encouraging them to approach you with inquiries and requests.
• Manage in-depth tasks with attention to detail and organization.
• Take ownership of professional development and expand your industry knowledge.
• Balance collaboration with independent work to achieve team and personal goals.
• Adapt to changes in our fast-paced environment with concise and effective communication.

Job Requirements:

• Bachelor’s degree.
• 1-3 years of experience in the financial services industry.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and general office equipment.
• Excellent verbal and written communication skills.
• Strong organizational and time-management abilities.
• Attention to detail and accuracy in completing tasks.
• Ability to multitask and prioritize effectively.
• Professional demeanor and capability to handle confidential information.
• Familiarity with basic accounting or financial terminology is a plus.
• Strong team collaboration skills.

Work Hours:

• Monday through Friday, 8:30 AM – 4:30 PM (40 hours per week).
• 100% in office in Wheeling, West Virginia

Compensation and Benefits:

• Base compensation commensurate with experience.
• Benefits include 15 days of paid time off, 10 paid holidays, 401(k) Profit Sharing Retirement Plan, and health insurance.

If you are excited to contribute to a team dedicated to client success and are eager to grow in the financial services industry, we invite you to apply for the Client Services Coordinator position. Join our client in delivering exceptional service to their valued clients!

Job Type: Full-time

Expected hours: 40 per week

Benefits:

• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• Day shift
• Monday to Friday
• No weekends