Morgan Hunter Companies
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Client Relationship Coordinator
Kansas City, MO
Our client is looking for a Client Relationship Coordinator to join their growing team! This role will assist their Financial Advisors with administrative tasks surrounding client communications and applications.
Responsibilities:
Requirement:
About Morgan Hunter
Since 1986, Morgan Hunter has served Kansas City-area employers to help them meet a range of hiring needs, from temporary staffing to direct-hire placements. Thoughtful and thorough in our approach, we’ re also responsive and efficient, creating a tailored hiring experience for both employer and job seeker – because everyone deserves to find the right fit.
MH123
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Client Relationship Coordinator
Kansas City, MO US
Posted: 03/06/2023
2023-03-06
2023-04-19
Industry: Administrative
Job Number: EB-2058775064
Job Description
Client Relationship Coordinator
Kansas City, MO
Our client is looking for a Client Relationship Coordinator to join their growing team! This role will assist their Financial Advisors with administrative tasks surrounding client communications and applications.
Responsibilities:
- Maintain accurate records for clients – updating accounts, uploading documents, and monitoring transactions
- Review client applications for completion and ensure all signatures are present
- Scheduling appointments for Advisors
- Organization of paperwork for the office
- Promptly answering client questions and following up on issues
- Assisting clients with the application process
Requirement:
- Must have experience with National Financial Services (NFS)
- Minimum of 3-5 years of administrative experience within a financial company
- Proficient in MS Suite
- Highly organized and strong communication!
About Morgan Hunter
Since 1986, Morgan Hunter has served Kansas City-area employers to help them meet a range of hiring needs, from temporary staffing to direct-hire placements. Thoughtful and thorough in our approach, we’ re also responsive and efficient, creating a tailored hiring experience for both employer and job seeker – because everyone deserves to find the right fit.
MH123
ms