Client Service Coordinator

New York Life • Adel, IA

431d • $35,360 - $43,680

About The Position

The Client Service Coordinator is a full-time, entry-level position responsible for providing essential support to the business by managing daily office needs and maintaining general administrative activities. This role serves as a key liaison and brand ambassador for the branch, ensuring a welcoming environment for clients and facilitating effective communication between customers and the team.

Requirements

• Strong organizational and prioritization skills
• Demonstrates a high degree of integrity, confidentiality, and dependability
• Possess exceptional written, oral, and interpersonal communication skills
• Self-starter with the ability to work both independently and as a team
• High attention to detail, especially in high-volume periods
• High school diploma or GED required
• Technologically savvy: basic knowledge of Microsoft Office Word and Excel programs and filing systems with the ability to learn new digital programs quickly and troubleshoot common issues
• Shows ability to quickly finish very detailed work
• Polished, professional, and friendly demeanor
• Must be able to pass a background check (both financial and criminal) and sign a confidentiality agreement

Nice To Haves

• Clerical/Office Administrative experience is a plus, but not required
• Optional advancement opportunity if candidate acquires life and health insurance licenses (which will be paid for by the firm)

Responsibilities

• Act as a key liaison/brand ambassador of the branch
• Greet clients in a kind and welcoming environment
• Support the office functions and provide direct support to the lead financial advisor
• Management of office calendars and scheduling
• Ability to file both paper and electronic client correspondences, contracts, and agreements, both systematically and accurately
• Facilitate communication between our customers and team to ensure customer satisfaction
• Assist with marketing mailings and promotional events
• Support and collaborate on the firm's social media/online marketing efforts
• Propose suggestions to improve office processes to support the growth of the company
• Maintain and update the contact management system
• Handle incoming and outbound calls
• Complete and process required client service paperwork

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED
• Number of Employees: 51-100 employees