Experienced Client Service Coordinator

Job Description: At least 1 year of Microsoft Office/Outlook/Excel experience is a must! Seeking a highly motivated, energetic, positive customer service and client relationship professional to join our thriving Philadelphia-based Financial Advisory practice . Duties: Insurance Service – Handle client requests - beneficiary change, payment frequency changes, policy changes, and loans; Update client information in CRM; Run In Force Illus trations.Inves tment Service - Ha ndle client requests such as beneficiary change, RMDs, withdrawals, etc, follow up to ensure resolution.Manag e Annual Review process - Ma nage and track annual review database; Schedule review meetings; Provide basic prep for scheduled meetings; Manage CRIA review process for compliance. Qualifications: Familiar with financial services paperwork and processes. Maintain the utmost confidentiality and professionalism when working with clients to ensure their confidence in our firm. Adept with clear, concise written, verbal & non-verbal communication Experience with Microsoft Office Suite of products, particularly Outlook and Excel Bachelor's degree preferred but not required Financial & Insurance licensing a plus Experience: Customer service: 1 year (Required) Microsoft Office - specifically Excel & Outlook: 1 year (Required) Perks of Working with our Firm: Generous paid time off Fun and supportive environment that genuinely cares about you Quarterly team outings and events Hybrid in-office and work from home schedule Opportunities for education and career growth Benefits: 401(k) with match Health, Dental & Vision Insurance offered Long Term Disability Paid time off & Paid training Professional development assistance Bonus potential up to 15% of salary Work from home Compensation: Full time salaried position starting at $60,000+ Bonus potential up to 15% of salary Job Type: Full-time Schedule: Monday to Friday Work Location : HYBRID remote & in office in Bala-Cynwyd, PA 19004 APPLY WITH THIS LINK: