<p>We are seeking a friendly and dependable Customer Service Representative. This role is responsible for handling customer inquiries, resolving issues, and providing a positive experience through phone, email, and in-person communication. Ideal candidates have strong communication skills, attention to detail, and a passion for helping others</p>
<p><strong>Client Support Coordinator</strong></p><p>We are working with a growing client that is seeking a detail-oriented <strong>Client Support Coordinator</strong> to join their advisory team. This role is focused on delivering an exceptional client experience by supporting advisors throughout the client review process.</p><p>This role has the potential of being a hybrid work schedule.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare client review updates for advisors before meetings</li><li>Attend client review meetings and update electronic client files in real time</li><li>Coordinate follow-up service and support items after meetings</li><li>Work with internal compliance and broker-dealer partners to answer questions and resolve client inquiries</li></ul><p><br></p>