About this role

Support the Wealth Advisory Investment Advisory team on a national level.
Handle client service matters through timely and efficient communication, processing of client paperwork and client requests.
Ensure client paperwork is in good order and work with operations to correct any not in good order paperwork.
Manage and resolve routine client questions and service requests.
Add new features to existing accounts.
Track account transfers and provide updates to relevant parties.
Act as Peer Advisors for new CSC team members.

2 years of experience required, preferably in the financial investment industry.
Strong computer and word processing skills including proficiency with Tamarac CRM, Laserfiche, MS Office products, including Word, Excel, PowerPoint, Outlook, Adobe, DocuSign, MoneyLink and Schwab platforms.
High school degree or equivalent required.

Client Services Coordinator – Wealth Advisory

Key skills