Client Service Coordinator

Summary:We've partnered with an established financial advisory practice in search of a Client Service Coordinator to support the daily operations of a fast-paced office. The Client Service Coordinator will provide administrative and client service support. This position is fully onsite in Madison, WI and operates full-time Monday-Friday between the hours of 8:00am-5:00pm. Pay is competitive based on experience. Competitive benefits offered.Responsibilities:Administrative Support:Provide general administrative assistance to maintain smooth office operations

Prepare correspondence for advisor signature

Copy, track, and organize client and practice materials, including business correspondence

Coordinate with the home office on follow-up items

Schedule client appointments and prepare related agendas/forms

Place reminder calls/texts and follow-up calls with clients

Support office team members as needed

Complete additional allowable tasks assigned by the financial advisor

Client Care:Greet clients and provide a welcoming, professional experience

Draft administrative letters/notes on practice letterhead (anniversaries, sympathy, milestones, etc.)

Document all client contacts and interactions

Track client events and conduct outreach per the practice's contact model

Respond to and resolve basic client inquiries

Qualifications:Post-secondary degree preferred

1+ years of experience in a financial advisory practice

Strong organizational and time-management skills

Professional communication and customer service abilities

Attention to detail with the ability to manage multiple tasks

Comfort working in a fast-paced environment

Ability to follow established guidelines and procedures

Proficiency with standard office software and equipment

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