Client Service Coordinator - Luca Partners

Company: Northwestern Mutual
Location: Durham
Posted on: May 16, 2022

Job Description:

Job DescriptionSalary: OVERALL FUNCTION Luca Partners is looking for a full-time Client Service Coordinator who specializes in providing exceptional client support and ensures the maintenance of an efficient, organized practice that allows the Luca Partner advisors to focus their energy on building client relationships. Specific responsibilities may include but are not limited to:

• Manage the practice calendar and schedule follow-up appointments
• Handle case notes, process correspondence, and maintain client case files
• Schedule and coordinate internal team meetings
• Proactively reach out to clients to schedule annual review meetings
• Answer incoming phone calls to the practice and direct as appropriate
• Make copies, scan documents, send and distribute faxes, and act as administrative support as needed
• Prepare communications, such as memos, emails, or invoices
• Receive, sort, and distribute the mail as needed
• Maintain inventory of supplies and order new office supplies as needed
• Communicate with home office as needed to supply or obtain information
• Prepare prospecting materials, generate lead lists, and assist with lead management QUALIFICATIONS
  • Experience in administrative support and/or customer service, preferably in the financial services industry
  • Proficient in Microsoft applications and familiarity with data tracking/retrieval software
  • Excellent oral and written communication skills
  • Demonstrated organizational and time management skills and ability to multitask, set priorities, and meet deadlines
  • Strong attention to detail with the ability to work with a high degree of accuracy
  • Ability to work in a fast-paced environment
  • Ability to work both independently and on a team
  • Ability to maintain confidentiality EDUCATIONBachelor's degree preferred or equivalent combination of education, training, and experience

Keywords: Northwestern Mutual, Durham , Client Service Coordinator - Luca Partners, Other , Durham, North Carolina