Client Relationship Coordinator

Responsibilities

• Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Works both independently and within a dynamic team environment to provide crucial support to the client advisors and branch office.
• Processes client financial transactions and client advisor and branch office expenses and expense reports.
• Opens new clients accounts and researches client information using internal databases and other technologies.
• Maintains policy and procedure manuals for the department, as well as assists the operations department in updating policy and procedure manuals as needed.
• Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
• Prepares various business summary reports and client specific reporting as needed for review by the client advisor and/or compliance.
• Affords assistance with marketing efforts including seminars and other client-facing events.
• Creates and maintains records and files utilizing Client Relationship Management software.
• Attends various training and continuing education seminars to increase job knowledge and stay abreast of regulation changes.
• Understands and complies with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.

Qualifications

• A high school diploma or general education degree (GED) is required.
• 18 months administrative experience is required.
• Proficient mathematical skills are required.
• Proficiency with Google Workspace applications is preferred.
• Previous experience in the finance/brokerage industry is preferred.
• An associate degree is preferred.
• Relevant military experience is considered for veterans and transitioning service members.