Client Service CoordinatorPermanent
Minnesota, Saint Paul - 55101Job Simplification
The announced job offer is made public by the firm: PrairieView Partners and it was included in jobs list the date of: 2022-10-22 in the website greenenergyjobsonline.com.
It is announced that they have a job offer at the category of Array and the jobs location is in the state of Minnesota at the city Saint Paul, in the country US - at this current ZipCode: 55101
The information residing in this page is not directly announced by our websites, we help users in the intent of finding the jobs they want and redirect them back to jobs8 for apropriate applying to any of the jobs listed on www.greenenergyjobsonline.com.
Job Overview
PrairieView Partners is a comprehensive, fee-only financial planning and investment firm located in downtown St. Paul. Our team is committed to providing clients an integrated wealth planning experience with high-touch service. We seek a Client Service Coordinator to work closely with an established Client Service Team and assist with a variety of administrative and client-facing duties.
This position is intended to be an on-site, public-facing role; however, we are open to flexibility in working hours and location, including a hybrid schedule, as scheduling and job responsibilities permit.
Client Service Coordinator duties include:
Ensuring an outstanding client service experience
Completing client transaction requests (wires, ACH, IRA distributions), tracking items to ensure accurate resolution
Onboarding new clients, including training on portal and online account access
Assisting with meeting preparation and follow up
Solving problems and providing accurate and timely communication
Greeting clients, maintaining a welcoming and professional atmosphere
Scheduling client meetings and sending appointment reminders
Reviewing and confirming daily reporting numbers and daily alerts
Serving as a liaison for external vendors, third party authorities, and financial custodians
Updating and ensuring data accuracy in client database/CRM
Coordinating general office duties such as ordering supplies, overseeing client mailings, and maintaining office and kitchen areas
Training new team members as needed
Acting as seasonal backup and departmental liaison to the tax department
Leading departmental special projects and other duties as assigned
Client Service Coordinator qualifications include:
Related undergraduate degree or 3 to 5+ years of commensurate administrative / customer service experience
Understanding of financial planning concepts and/or brokerage operations (various account types and purposes) highly preferred
Solid verbal and written communication skills across varying mediums and with a wide variety of stakeholders
Desire to play a role in process improvement via new technologies and concepts
Ability to showcase successful time management and task prioritization to champion client needs
Apply:
Affiliated with the established accounting firm Irwin Schaffer, PrairieView Partners offers a stable work environment, a highly competitive and comprehensive compensation package with target total compensation over $70k, top tier benefits, profit sharing, and continuing education opportunities to assist with career growth. Please find additional information about our firm, our team, and the open position at
Job Type: Full-time
Benefits:
401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Schedule:
8 hour shift
Monday to Friday
Ability to commute/relocate:
Saint Paul, MN 55101: Reliably commute or planning to relocate before starting work (Required)
Education:
High school or equivalent (Preferred)
Experience:
Financial Services: 3 years (Preferred)
Work Location: Hybrid remote in Saint Paul, MN 55101
This position is intended to be an on-site, public-facing role; however, we are open to flexibility in working hours and location, including a hybrid schedule, as scheduling and job responsibilities permit.
Client Service Coordinator duties include:
Ensuring an outstanding client service experience
Completing client transaction requests (wires, ACH, IRA distributions), tracking items to ensure accurate resolution
Onboarding new clients, including training on portal and online account access
Assisting with meeting preparation and follow up
Solving problems and providing accurate and timely communication
Greeting clients, maintaining a welcoming and professional atmosphere
Scheduling client meetings and sending appointment reminders
Reviewing and confirming daily reporting numbers and daily alerts
Serving as a liaison for external vendors, third party authorities, and financial custodians
Updating and ensuring data accuracy in client database/CRM
Coordinating general office duties such as ordering supplies, overseeing client mailings, and maintaining office and kitchen areas
Training new team members as needed
Acting as seasonal backup and departmental liaison to the tax department
Leading departmental special projects and other duties as assigned
Client Service Coordinator qualifications include:
Related undergraduate degree or 3 to 5+ years of commensurate administrative / customer service experience
Understanding of financial planning concepts and/or brokerage operations (various account types and purposes) highly preferred
Solid verbal and written communication skills across varying mediums and with a wide variety of stakeholders
Desire to play a role in process improvement via new technologies and concepts
Ability to showcase successful time management and task prioritization to champion client needs
Apply:
Affiliated with the established accounting firm Irwin Schaffer, PrairieView Partners offers a stable work environment, a highly competitive and comprehensive compensation package with target total compensation over $70k, top tier benefits, profit sharing, and continuing education opportunities to assist with career growth. Please find additional information about our firm, our team, and the open position at
Job Type: Full-time
Benefits:
401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Schedule:
8 hour shift
Monday to Friday
Ability to commute/relocate:
Saint Paul, MN 55101: Reliably commute or planning to relocate before starting work (Required)
Education:
High school or equivalent (Preferred)
Experience:
Financial Services: 3 years (Preferred)
Work Location: Hybrid remote in Saint Paul, MN 55101
Employer Overview
PrairieView Partners
Minnesota, Saint Paul - 55101- Agency