Dayton and Sydney
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$20.00/hr - $25.00/hr We are a boutique Wealth Management Firm dedicated to helping individuals achieve their financial goals. Our team is passionate about delivering exceptional service, and we are looking for a motivated individual to join us as an Assistant/Client Services Coordinator to three Financial Advisors. Responsibilities Administrative Support: Managing schedules and calendars for multiple financial advisors. Organizing and maintaining client records and documentation. Preparing reports, presentations, and materials for client meetings. Appointment Scheduling: Making outbound calls to schedule appointments with leads and existing clients. Following up with clients to confirm meetings and address inquiries. Maintaining accurate records of communication and appointments. Client Interaction: Assisting with client onboarding processes. Providing exceptional customer service and responding to client inquiries. Operational Support: Coordinating with internal teams to ensure timely delivery of services. Supporting the financial advisor in tracking and managing workflows. Qualifications We are looking for someone who is organized, proactive, and enjoys working with people. The ideal candidate will have: Education & Experience: High school diploma or equivalent required; associate’s or bachelor’s degree preferred. Previous experience in financial services is a plus. Skills: Excellent communication skills, both verbal and written. Strong organizational and multitasking abilities. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Comfortable making outbound calls and engaging with clients professionally. We value our team members and offer a competitive package, including: Competitive hourly pay based on experience. Performance-based bonuses. Opportunity to gain experience in the financial services industry. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Administrative, Business Development, and Customer Service Referrals increase your chances of interviewing at Dayton and Sydney by 2x Sign in to set job alerts for “Client Services Coordinator” roles.
Stamford, CT $74,000.00-$80,000.00 2 weeks ago White Plains, NY $30.00-$35.00 3 weeks ago Westport, CT $90,000.00-$185,000.00 2 weeks ago Purchase, NY $55,000.00-$95,000.00 1 week ago Westport, CT $40,000.00-$50,000.00 1 month ago White Plains, NY $35.00-$40.00 2 weeks ago White Plains, NY $67,000.00-$78,000.00 1 week ago Client Intake & Records Management Coordinator
Stamford, CT $55,000.00-$60,000.00 1 week ago Woodbury, NY $36,980.00-$55,690.00 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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$20.00/hr - $25.00/hr We are a boutique Wealth Management Firm dedicated to helping individuals achieve their financial goals. Our team is passionate about delivering exceptional service, and we are looking for a motivated individual to join us as an Assistant/Client Services Coordinator to three Financial Advisors. Responsibilities Administrative Support: Managing schedules and calendars for multiple financial advisors. Organizing and maintaining client records and documentation. Preparing reports, presentations, and materials for client meetings. Appointment Scheduling: Making outbound calls to schedule appointments with leads and existing clients. Following up with clients to confirm meetings and address inquiries. Maintaining accurate records of communication and appointments. Client Interaction: Assisting with client onboarding processes. Providing exceptional customer service and responding to client inquiries. Operational Support: Coordinating with internal teams to ensure timely delivery of services. Supporting the financial advisor in tracking and managing workflows. Qualifications We are looking for someone who is organized, proactive, and enjoys working with people. The ideal candidate will have: Education & Experience: High school diploma or equivalent required; associate’s or bachelor’s degree preferred. Previous experience in financial services is a plus. Skills: Excellent communication skills, both verbal and written. Strong organizational and multitasking abilities. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Comfortable making outbound calls and engaging with clients professionally. We value our team members and offer a competitive package, including: Competitive hourly pay based on experience. Performance-based bonuses. Opportunity to gain experience in the financial services industry. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Administrative, Business Development, and Customer Service Referrals increase your chances of interviewing at Dayton and Sydney by 2x Sign in to set job alerts for “Client Services Coordinator” roles.
Stamford, CT $74,000.00-$80,000.00 2 weeks ago White Plains, NY $30.00-$35.00 3 weeks ago Westport, CT $90,000.00-$185,000.00 2 weeks ago Purchase, NY $55,000.00-$95,000.00 1 week ago Westport, CT $40,000.00-$50,000.00 1 month ago White Plains, NY $35.00-$40.00 2 weeks ago White Plains, NY $67,000.00-$78,000.00 1 week ago Client Intake & Records Management Coordinator
Stamford, CT $55,000.00-$60,000.00 1 week ago Woodbury, NY $36,980.00-$55,690.00 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr