Client Services Coordinator/Customer Service Representative at Stewardship Advisors, LLC
Mount Joy, PA 17552
About the Job
Client Services Coordinator / Customer Service Representative
Stewardship Advisors, LLC, located in Mt. Joy, PA, is an independent, fee-only, investment advisory firm dedicated to meeting clients at the intersection of life and finance. A well-established and reputable organization, Stewardship Advisors is committed to developing and implementing personalized plans to assist clients in making sound financial decisions. As a fee-only investment firm, the financial planners offer comprehensive, holistic, and unbiased advice to wealth management. This family-oriented, close-knit team of thirteen employees, strives to build long-lasting relationships and walk alongside clients throughout life’s journey.
Stewardship Advisors is seeking a full-time Client Services Coordinator / Customer Service Representative to provide outstanding client care and exceptional administrative support to the organization. This position will be responsible to deliver the highest level of customer service to both external clients and internal colleagues. The ability to anticipate client needs and proactively serve team members is essential to the role. Additionally, the Client Services Coordinator / Customer Service Representative will accomplish a variety of office tasks such as communication, scheduling, report preparation, document processing, and other firm logistics. This position offers an excellent opportunity for an energetic, self-motivated individual to make an impact as part of the collaborative team.
You might be right for the Client Services Coordinator / Customer Service Representative position if you:
• Have a passion for people and customer service
• Enjoy learning and providing administrative support to a team
• Exhibit excellent communication skills, both written & verbal
• Express interest and/or knowledge of the Wealth Management industry
• Have previous experience using MS Office Suite and/or CRM software
• Are comfortable with technology and learning new software
• Enjoy serving others and being involved in your community
Please forward resume and cover letter for the Client Services Coordinator / Customer Service Representative position to our consultants: www.northgroupconsultants.com/jobs
Stewardship Advisors, LLC, located in Mt. Joy, PA, is an independent, fee-only, investment advisory firm dedicated to meeting clients at the intersection of life and finance. A well-established and reputable organization, Stewardship Advisors is committed to developing and implementing personalized plans to assist clients in making sound financial decisions. As a fee-only investment firm, the financial planners offer comprehensive, holistic, and unbiased advice to wealth management. This family-oriented, close-knit team of thirteen employees, strives to build long-lasting relationships and walk alongside clients throughout life’s journey.
Stewardship Advisors is seeking a full-time Client Services Coordinator / Customer Service Representative to provide outstanding client care and exceptional administrative support to the organization. This position will be responsible to deliver the highest level of customer service to both external clients and internal colleagues. The ability to anticipate client needs and proactively serve team members is essential to the role. Additionally, the Client Services Coordinator / Customer Service Representative will accomplish a variety of office tasks such as communication, scheduling, report preparation, document processing, and other firm logistics. This position offers an excellent opportunity for an energetic, self-motivated individual to make an impact as part of the collaborative team.
You might be right for the Client Services Coordinator / Customer Service Representative position if you:
• Have a passion for people and customer service
• Enjoy learning and providing administrative support to a team
• Exhibit excellent communication skills, both written & verbal
• Express interest and/or knowledge of the Wealth Management industry
• Have previous experience using MS Office Suite and/or CRM software
• Are comfortable with technology and learning new software
• Enjoy serving others and being involved in your community
Please forward resume and cover letter for the Client Services Coordinator / Customer Service Representative position to our consultants: www.northgroupconsultants.com/jobs