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Dahl Consulting
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Client Service Coordinator
Posted: 11/11/2024
2024-11-11
2025-01-04
Employment Type:
Permanent
Category: Business Professional
Job Number: 27336
Job Description
Join a growing team and gain great work experience! Dahl Consulting is currently partnering with a leading company in the financial services industry. We work one-on-one with great candidates to help connect them with employment opportunities. This company is hiring a Client Services Coordinator for a permanent role! Interested? Get more details below
As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you! #BP.Indeed
- Worksite Location: St. Cloud, MN
- Meet daily with advisor to coordinate advisor workflow and receive advisor work requests
- Review appointment schedule with advisor and gather or prepare any additional materials needed or requested by advisor
- Complete work requests and serve as the advisor’s workflow liaison with other staff
- Handle service calls from clients, corporate office, or other professionals.
- Record all client communication and interaction in client relationship management (CRM) system
- Complete client investment transactions as directed by an advisor
- Resolve client issues and call client back when problem has been resolved
- Involve advisor when needed to assist in client issue resolution process
- Complete forms and applications following client appointments
- Submit all new business applications and checks to the corporate office in a timely manner according to Proviant Group procedures
- Clean-up CRM system of clients no longer active, etc.
- Strong organizational and computer skills
- Excellent attention to detail
- Effective communication with clients, staff, and other advisors
- Effective and efficient time management
- Polite and clear phone manner
- Ability to multi-task
- Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
- Ability to support for compliance within the advisor’s practice
- Positive attitude and sincere willingness to constantly learn and grow
As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you! #BP.Indeed