OrangeRecruiter Since 2001
the smart solution for Orange jobs

Client Services Coordinator

Company: Trilogy Financial
Location: Orange
Posted on: March 26, 2020

Job Description:

The Client Services Coordinator is responsible for creating a professional and efficient workplace for the Firm's employees and guests. The Client Services Coordinator enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. This role is responsible for understanding policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams as well as new and existing clients. Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date. Conduct outreach to maintain strong relationships with client base and identify Firm's services and solutions, such as digital, online access and cash management offerings, that support clients' needs. Onboard new client accounts, which includes the collection of required documentation and client information. Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars. Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors. Proactively participate in marketing initiatives directed by management. Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness. Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, coordination of client meetings, prepare travel and expense reports, as well as file and calendar maintenance. 401K Participation Personal PTO Medical Benefits

Keywords: Trilogy Financial, Orange , Client Services Coordinator, Other , Orange, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Deliver with Uber Eats this spring
Description: Deliver with Uber. Earn on your schedule.Deliver with Uber Eats on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you.Earn Extra Money. You ll earn (more...)
Company: Uber Eats
Location: National City
Posted on: 04/2/2020

Deliver with Uber on your Spring schedule
Description: Deliver with Uber. Earn on your schedule.Deliver with Uber Eats on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you.Earn Extra Money. You ll earn (more...)
Company: Uber Eats
Location: Santee
Posted on: 04/2/2020

Deliver with Uber on your Spring schedule
Description: Deliver with Uber. Earn on your schedule.Deliver with Uber Eats on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you.Earn Extra Money. You ll earn (more...)
Company: Uber Eats
Location: Encinitas
Posted on: 04/2/2020


The Home Depot Rental – CDLA Delivery Service Technician (Pico Rivera, CA)
Description: Class A CDL Required - This position requires a CDLA Driver with endorsements for Air Brakes, familiarity with Cargo Securement, and experience driving Class 8 and Heavy-Duty trucks Must be at least (more...)
Company: Home Depot
Location: Pico Rivera
Posted on: 04/2/2020

Deliver with Uber on your schedule
Description: Deliver with Uber. Earn on your schedule.Deliver with Uber Eats on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you.Earn Extra Money. You ll earn (more...)
Company: Uber Eats
Location: Encinitas
Posted on: 04/2/2020

Actuarial Programmer
Description: Pacific Life is embarking on a multi-year initiative to invest in dynamic people and technology to ensure a bright future for our customers and community. To support this process, we are looking for an (more...)
Company: Pacific Life
Location: Aliso Viejo
Posted on: 04/2/2020

Deliver with Uber Eats
Description: Deliver with Uber. Earn on your schedule.Deliver with Uber Eats on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you.Earn Extra Money. You ll earn (more...)
Company: Uber Eats
Location: Poway
Posted on: 04/2/2020

Deliver Food with Uber Eats
Description: Deliver with Uber. Earn on your schedule.Deliver with Uber Eats on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you.Earn Extra Money. You ll earn (more...)
Company: Uber Eats
Location: La Mesa
Posted on: 04/2/2020

Deliver Eats with Uber Eats
Description: Deliver with Uber. Earn on your schedule.Deliver with Uber Eats on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you.Earn Extra Money. You ll earn (more...)
Company: Uber Eats
Location: Santee
Posted on: 04/2/2020

Analytical Chemist
Description: Awesome Direct hire opportunity with a well stablished Pharmaceutical Company Looking for an Analytical Chemist to join our amaizing team Analytical Chemist Function: Perform analytical testing in accordance (more...)
Company: Eastridge Workforce Solutions
Location: Lynwood
Posted on: 04/2/2020

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Orange RSS job feeds