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 MMAS