Client Relationship Coordinator

Kansas City, MO

Posted: 03/06/2023 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.

  • 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

  • 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.

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