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Client Service Coordinator - Kindred Wealth Partners
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- The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience.
- Supports Financial Advisor/Operations Director 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
- Other duties as assigned by Senior Client Service Associate
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