Client Service Coordinator - Westport, MA
Kestra Financial Independent Advisor
Westport, massachusetts
Financial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP® and located in Westport, Massachusetts. Our firm has the ability to deliver a broad range of financial services to help solve the needs of clients and help accomplish their goals.
Summary
The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.
Essential Duties and Responsibilities
• Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm
• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines
• Assist in client meeting preparation and...