Service Coordinator in North Carolina

MSI Viking is a leading supplier of precision measuring technologies known for our consultative and collaborative approach. We understand our customers' unique needs and provide tailored solutions to meet them. With a wide range of metrology products, ISO 17025 accredited calibration services, dimensional inspection, repair services, and custom-engineered solutions, MSI Viking delivers excellence in precision measurement.

We are currently seeking a skilled and customer-focused Customer Service Coordinator to join our team. In this role, you will manage customer inquiries, resolve customer issues, and ensure customer satisfaction. You will serve as our customers' main point of contact and work closely with our sales and technical teams to provide a seamless customer experience.

If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer service, we would love to hear from you. Join the MSI Viking team today and help us...

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...