Client Success Coordinator

Summary/Objective

Reporting to the Client Success Supervisor, the Client Success Coordinator is responsible for assisting the Client Success Specialists with gathering and providing new client data to the financial planning department (balance sheets, GLs, investment statements, etc.) while maintaining confidentiality of client information. 

Essential Functions

1. Maintain various financial planning systems by entering new and updated client account information which may include financial statements, investment holdings, debt schedule, personal lifestyles, and insurance policies

2. Maintain client confidence and protects the Firm by keeping information confidential

3. Maintain data entry requirements by following Firm processes and procedures

1. Communicate with Client Success Specialist to ensure information is accurate and up to date

Respon