Morgan Hunter Companies
https://www.morganhunter.com/wp-content/uploads/2019/05/logo.png
http://www.morganhunter.com
http://www.morganhunter.com
Client Services Coordinator
If playing a vital support role in a successful company, relying upon your excellent customer service, accounting and analysis skills sounds like your dream job, let’ s chat!
As Client Services Coordinator, you would report directly to the Team Manager, utilizing your exceptional economic business and client services proficiencies, and applying your self-motivation, organizational and team/client-first talents to ensure success for all.
Expectations:
Qualifications:
About Morgan Hunter:
Since 1986, Morgan Hunter has served Kansas City-area employers to help them meet a range of hiring needs, from temporary staffi ng to direct-hire placements. Thoughtful and thorough in our approach, we're also responsive and effi cient, creating a tailored hiring experience for both employer and job seeker— because everyone deserves to fi nd the right fi t.
Client Services Coordinator
Kansas City, MO
Posted: 01/27/2021
2021-01-27
2021-04-07
Industry: Administrative
Job Number: EB-1941276383
Job Description
Client Services Coordinator
If playing a vital support role in a successful company, relying upon your excellent customer service, accounting and analysis skills sounds like your dream job, let’ s chat!
As Client Services Coordinator, you would report directly to the Team Manager, utilizing your exceptional economic business and client services proficiencies, and applying your self-motivation, organizational and team/client-first talents to ensure success for all.
Expectations:
- Above all – provide top notch service to existing client base
- Serve as point of contact for client questions and communications to support Advisors
- Answering inbound phone calls and direct as required
- Work with third party vendors to obtain required client documentation
- Accurate and in-depth analysis of leading-edge life insurance products
- Scan and upload policy documents into client files
- Maintain CRM as needed with client information changes
- Timely and accurate policy administration, investment reporting and business-sensitive issue resolution
- Provide reporting upon request
- Support business improvement enterprises
Qualifications:
- Desire to be part of a growing firm with an emphasis on fast paced work!
- Strong interpersonal skills
- Strong computer, Microsoft Word, and Excel
- Exceptional written and oral communication proficiency
- Capable of “ thinking outside the box” and implementing creative answers
- Prioritize and multi-task without supervision
About Morgan Hunter:
Since 1986, Morgan Hunter has served Kansas City-area employers to help them meet a range of hiring needs, from temporary staffi ng to direct-hire placements. Thoughtful and thorough in our approach, we're also responsive and effi cient, creating a tailored hiring experience for both employer and job seeker— because everyone deserves to fi nd the right fi t.