08 Apr
Client Service Coordinator
California, Santa barbara , 93101 Santa barbara USA

Vacancy expired!

Are you a proactive and dependable person who enjoys working amongst a team? Are you enthusiastic about helping others and providing world class customer service? Do you have an ability to manage multiple priorities with exceptional organization? Demboski & Chapman Financial and Insurance Solutions is looking for someone who possesses these skills to join their team as a Client Service Coordinator.

JOIN OUR TEAM!

Our company has been in business in Santa Barbara since 1969, and our unique value proposition is to be the single point of contact for all investment, insurance, and employee benefit complexity that family or small business and its owners will encounter. We are currently in a position of growth and seeking the right new members for our team to take us to that next level! We are a high energy team, who enjoys constantly exceeding our clients’ expectations, and helping both them and our team members lead their very best life. The reward and career potential are significant at Demboski & Chapman: competitive base salary, strong benefits package, generous paid time off (vacation, sick time, and 15 paid holidays), as well as personal and professional growth opportunities. We embody the Santa Barbara lifestyle, and are looking for a qualified candidate who will appreciate working in a fun, successful, low stress but fast-paced environment.

ESSENTIAL DUTIES & RESPONSIBILITIES

Organize, coordinate, and maintain client’s paperless office files to properly document all servicing and new business activities

Assist with meeting preparation, which largely entails gathering updated information from an array of different investment and insurance companies

Provide exceptional customer service to clients prior to, and after the financial planning process.

Intermediary between our clients, the advisor, and the investment/insurance companies back office support teams to service, and/or establish new accounts/policies

Learn and master all of the technologies and software programs utilized in the financial planning process, as well as the websites for the financial product companies

Prepare and send professional client correspondence

Assist with answering phone calls, scheduling client appointments, and performing general administration and support functions for the office as necessary

CORE COMPETENCIES

Self-starter with ability to take initiative and work independently, as well as collaborate in a team environment

Keen attention to detail, accuracy, thoroughness, and follow-through

Strong interpersonal skills with ability to build and develop lasting relationships

Excellent written and verbal communication skills

Proactive and positive mindset

Excellent problem solving skills

Strong organization and time management skills, with ability to multi-task and prioritize

REQUIRED EXPERIENCE AND EDUCATION:

1-3 years’ experience in Financial Services, Banking, Investment Management, Insurance, or related Financial Industry experience

FINRA Series 6 or 7 license or ability to obtain within the first 90 days of hire

Bachelor’s or Associates Degree

Proficiency in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)

PREFERRED EXPERIENCE

Experience supporting an independent Financial Advisor

Life & Health Insurance License

PHYSICAL DEMANDS: This is largely sedentary role, and it may involve repetitive motions in the hands/wrists as this role is dependent on consistent phone and computer-use during the workday.

POSITION TYPE AND EXPECTED HOURS: Days and typical hours of work are Monday through Friday, 8:00am - 5:00pm. There is some flexibility with work hours, but an employee must work 40 hours to maintain full-time status.

Vacancy expired!


Related jobs

Report job