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Client Services Coordinator

Little Rock, Arkansas · Administrative
Premiere Little Rock ​financial planning firm seeking a highly professional Client Services Coordinator to provide excellent customer service, plan client meetings and manage all associated paperwork and documentation.

Daily Duties:
  • Prepare client meetings by scheduling and confirming appointments; creating the agenda, documents, reports, and related paperwork for appointments; entering data and meeting notes
  • Prepare and ensure new business paperwork is successfully prepared and submitted including: preparing forms, obtaining appropriate signatures, preparing documentation for home office and compliance, tracking new business until completion, and coordinating rollover and transfers.
  • Help coordinate and attend marketing events; submit marketing compliance documentation, and managing event marketing reimbursement.
  • Take initiative to handle inquiries and any client needs, and to escalate to management when appropriate.
  • Provide general administrative assistance such as answering phones, processing reports, preparing routine client correspondence, copying/scanning client documents for online storage, and other duties and projects as assigned or as needed to assist the team.

Position Requirements:
  • Professional business attire daily, required
  • Microsoft Office Suite required
  • Bachelor’s degree preferred
  • Salesforce experience a plus
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