Customer Service Representative
CoSource Financial Group LLC, New Iberia, Louisiana, United States, 70563
Team CoSource is looking for an organized, detail-oriented, and personable Administrative Assistant/Client Administrator for our New Iberia office! If you are a task-driven professional seeking a firm to call “home”, this is the role for you.
This is a dual-impact role: you will be the primary engine behind our client service experience – managing the complex puzzle of scheduling and client review preparation – while ensuring our office runs like a well-oiled machine. The ideal candidate thrives in a professional environment, possesses a “no task too small” attitude, and understands that in the world of investments, the small details are the big details.
As a key member of our team, you will master our digital databases, maintain seamless communication with clients, and oversee the essential daily operations that keep our advisors and clients on track.
Responsibilities
Client Communication & Scheduling
Master the Calendar:
Act as the primary point of contact for all client scheduling, ensuring the Lead Advisors\' calendars are optimized and balanced. Proactive Outreach:
Coordinate and confirm monthly, quarterly, semi-annual, and annual client review meetings. Client Onboarding Support:
Assist in gathering initial documentation for new clients and ensuring a seamless transition into the firm’s ecosystem. Client Correspondence –
Draft correspondences and other formal documents, answering client calls and working with our clients and vendors in professional manner. Meeting Preparation & Follow-Up
Review Kits:
Assemble and organize comprehensive "Client Review Packages" including performance reports, account statements, and updated financial plans. Data Integrity:
Ensure all client information in our CRM (Redtail) is accurate and up to date prior to meetings. Action Item Tracking:
Post-meeting, record notes and track follow-up tasks to ensure every client promise is kept. Office Operations
Front-of-House Excellence:
Greet clients upon arrival, manage incoming calls, and maintain a pristine, professional office environment. Compliance Support:
Assist in maintaining organized digital and physical files in accordance with industry regulations. Qualifications & Skills
Experience:
3+ years in an administrative role, preferably within financial services, insurance, or legal sectors. Tech Savvy:
Proficiency in Microsoft Office 365 (especially Outlook and Excel) and experience with CRM software. Communication:
Exceptional verbal and written communication skills; you should be able to draft a professional email that feels warm and personal. The "Radar":
An intuitive ability to anticipate needs—whether it’s spotting a scheduling conflict before it happens or realizing a client’s favorite coffee order. Multitask:
The ability to perform regularly scheduled duties and not be shaken when a client request comes in and takes you off task. Pay:
$45,000 - $53,000 Depend on experience. Schedule:
Monday – Friday, 8:00AM – 4:30PM (In-person).
#J-18808-Ljbffr
Client Communication & Scheduling
Master the Calendar:
Act as the primary point of contact for all client scheduling, ensuring the Lead Advisors\' calendars are optimized and balanced. Proactive Outreach:
Coordinate and confirm monthly, quarterly, semi-annual, and annual client review meetings. Client Onboarding Support:
Assist in gathering initial documentation for new clients and ensuring a seamless transition into the firm’s ecosystem. Client Correspondence –
Draft correspondences and other formal documents, answering client calls and working with our clients and vendors in professional manner. Meeting Preparation & Follow-Up
Review Kits:
Assemble and organize comprehensive "Client Review Packages" including performance reports, account statements, and updated financial plans. Data Integrity:
Ensure all client information in our CRM (Redtail) is accurate and up to date prior to meetings. Action Item Tracking:
Post-meeting, record notes and track follow-up tasks to ensure every client promise is kept. Office Operations
Front-of-House Excellence:
Greet clients upon arrival, manage incoming calls, and maintain a pristine, professional office environment. Compliance Support:
Assist in maintaining organized digital and physical files in accordance with industry regulations. Qualifications & Skills
Experience:
3+ years in an administrative role, preferably within financial services, insurance, or legal sectors. Tech Savvy:
Proficiency in Microsoft Office 365 (especially Outlook and Excel) and experience with CRM software. Communication:
Exceptional verbal and written communication skills; you should be able to draft a professional email that feels warm and personal. The "Radar":
An intuitive ability to anticipate needs—whether it’s spotting a scheduling conflict before it happens or realizing a client’s favorite coffee order. Multitask:
The ability to perform regularly scheduled duties and not be shaken when a client request comes in and takes you off task. Pay:
$45,000 - $53,000 Depend on experience. Schedule:
Monday – Friday, 8:00AM – 4:30PM (In-person).
#J-18808-Ljbffr