We have a financial services firm in Havertown, PA that is in need of a full time Office and Client Coordinator. Candidates must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, customer service oriented, and computer savvy.
Position Overview:
The primary responsibility of this position is to provide administrative support by organizing and ensuring proper completion of all client paperwork, following-up on client service issues, and maintaining files.
Position Requirements: • High school or equivalent - college degree preferred but not required • Previous customer service experience required • Previous office experience required • Excellent computer skills • Ability to communicate with co-workers, clients, and various business contacts in a courteous and professional manner • Ability to investigate, research, and resolve problems or concerns • Ability to maintain confidentiality • Ability to organize, prioritize, and handle multiple tasks • Ability to pay close attention to detail, work under pressure and meet deadlines • Strong verbal and written communication skills
Job Duties: • Perform general administrative and support functions for the office including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing, and overnight shipping information • Organize, coordinate, and maintain client paperwork • Correspond with clients to complete new accounts, asset transfers, and other forms • Handle routine matters for client accounts including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face • Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed. • Ensure office procedures are followed • Assist with planning of client events • Assist with monthly mailings • Perform other duties and projects as assigned