Client Service Coordinator

LarsonAllen is a professional service firm that provides assurance, accounting, tax, consulting, and advisory services to organizations and individuals managing business ventures and finance. Founded in 1953, LarsonAllen is dedicated to providing quality results to clients. We provide our clients with industry specialists and high-quality business resources.

LarsonAllen Financial, LLC, a company of LarsonAllen LLP, is made up of experienced financial planners and investment professionals. Today, investors are looking for more services and solid advice from a single source. We strive to provide advice and services which are not influenced by the products we offer. Our clients enjoy personal relationships with a strong team of financial advisors and service that is noticeably different.

 

Overview:

 

The Client Service Coordinator (CSC) reports to a Senior Wealth Advisor (SWA) and is responsible for supporting the SWA on client service matters and operations through timely, courteous, respectful and helpful communication. The CSC will also have reporting responsibility on an indirect basis to the Director of Operations as well.

 

Operational Responsibilities:

 

· Set up and maintenance of client files, generation of new account paperwork, account transfer tracking, advent report generation

· Assist in the set up of financial plans, complete 101 forms, gather data, input data into systems and track plans and data in the process

· CRM database management

· Work with the Senior Wealth Advisor to support all operational needs on all advisory, planning and insurance business 

· Respond to general inquires concerning departmental activities and operations by relating or referring to established policies and procedures

 

Customer Service Responsibilities:

 

· Schedule client meetings, answer phones, develop relationship with clients and service on client’s accounts

· Work with Senior Wealth Advisor on developing material and preparing for meetings

· Assist in the management of the SWA’s calendar, client meetings and travel arrangements

· Typing letters, mailing correspondence to clients, maintaining spreadsheets in Excel

· Perform other job-related duties and/or special projects as required

 

Education and/or Experience

 

· 2+ years financial services experience

· Technical certification or degree a plus

· Previous experience in an operational support role is strongly preferred

· Strong computer and word processing skills, including Microsoft word, Excel, and PowerPoint

· Excellent oral and written communication and interpersonal skills

· Ability to respond in a timely manner, organizes tasks, manage time and prioritize projects with the focus on the needs of the client

· Ability to work effectively and efficiently with staff and clients and adjust to changing priorities

· Ability to work independently, as well as function in a team framework

· Ability to maintain confidentiality, and work independently

· Willingness to work overtime



 

LarsonAllen is committed to being nationally recognized as a great place to work and build a career. Our compensation and benefit offerings—in addition to professional learning and development programs—are aligned with this commitment.

We want you to have an exceptional career, with challenging projects, continuous improvement, and leadership opportunities.  To learn more about how LarsonAllen is noticeably different, please visit our website at www.larsonallen.com.