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Client Service Coordinator
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Full-time
- Financial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP® and located in Westport, Massachusetts.
- The Client Service Coordinator is critical to providing superior client experience.
- Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm
- Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
- Manage and update mailing lists for birthdays, holidays, and firm marketing efforts
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