Client Service Coordinator in North Carolina

Essential job Functions/Core Duties

The Client Services Coordinator will provide full-time support to our Raleigh Estate Planning and Administration practice. Specific examples of typical duties include:

• Professional and friendly interaction with clients via phone, email and in person
• Screen incoming phone calls and respond as necessary
• Assist with clients as needed, including serving as witness and/or notary to document execution, scanning and processing client documents, preparing correspondence and filings, etc.
• Open, maintain and close client files (electronic and hard files); Create and maintain contacts and matters in practice management system
• Manage office administrative functions, including processing incoming and outgoing mail, maintaining inventory of office supplies, overall office organization, etc.
• Prepare and record deeds
• Document tasks and client interaction in practice management &...

The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills

• 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 follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation

• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

• Deposit checks received and maintain check blotter in adherence to compliance...