Client Care Coordinator – Raleigh, NC 27615

Duties:

  • A financial services firm in Raleigh seeking a part-time Client Care Coordinator to assist our Practice Manager in supporting three financial advisors.
  • Responsibilities include, but are not limited to:
  • Preparation of new account applications and all other pertinent documents
  • Preparation of reports and other materials for client or prospect meetings
  • Provide customer service to existing and prospective clients on the phone or in-person
  • Follow up on pending applications, transactions, and service requests
  • Ongoing updating of the customer relationship management (CRM) software to maintain accurate records

Position Type and Expected Hours:

  • This is a part-time position, initially expecting 15-30 hours per week, but the hours, responsibilities, and compensation have the potential of expanding over time, based on performance.

Other Considerations:

  • The selected applicant is expected to work from our Raleigh office during mutually-agreed upon work hours, and will need to use their personal laptop for job responsibilities.
  • A desk phone and office supplies will be provided

Preferred Education, Experience, Skills, and Qualifications:

  • An associate degree or currently pursuing a four-year Bachelor’s degree with at least a 3.0 overall GPA
  • Two years of job-related experience
  • Excellent written, verbal, and interpersonal communication skills is a necessity as this is a client-facing position
  • The individual must be able to interpret a variety of tasks verbally, written, or in electronic form, and assess when it is necessary to reach out to a Financial Advisor or Practice Manager for additional information

Job Type: Part-time

Salary: $12.50 /hour

Experience:

  • Customer Services: 1 year (Preferred)

Education:

  • High school or equivalent (Required)

Work authorization:

Shifts:

  • Morning (Preferred)
  • Mid-Day (Preferred)

Work Location:

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