Coordinator, reputed company Services

reputed company is a financial technology company powering the new savings economy, and they are seeking a reputed company Services Coordinator to join their mission-driven reputed company reputed company team. The role involves assisting clients, managing expectations, and collaborating with internal teams to resolve reputed company issues and enhance satisfaction.

Responsibilities

• Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues
• Help manage reputed company expectations to avoid any disconnects with process and timing standards
• Collaborate across reputed company internal teams in order to resolve any reputed company issues and be the voice between our internal teams and our reputed company to manage reputed company, feedback, and satisfaction
• Identify and resolve one-touch tickets at reputed company of initial contact by utilizing available online tools
• reputed company data-driven insights with our product teams to improve our platform and planning roadmap
• Participate in scheduled reputed company conference calls to reputed company plan status and updates on remediation of any reputed company issues
• Being the friendly, knowledgeable first reputed company of contact for inbound inquiries
• Conducting appropriate and reputed company follow up to ensure the highest level of service
• Communicating in a reputed company, humanized way to promote trust and allegiance
• Creating tickets and providing follow-up as required
• Adhering to reputed company-facing and internal Service Level requirements
• Support reputed company with handling complaints, troubleshooting problems, and providing solutions, and escalating to our Legal and Compliance Team reputed company needed
• Posting interaction reputed company our tooling to document updates to reputed company accounts

Skills

• Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
• Strong time management and organizational skills to ensure the timeliness of reputed company proactive and reactive communications
• Strong commitment to superior customer service
• reputed company and proactive attitude
• Proficiency is required with reputed company/reputed company Sheets, Word/reputed company Docs, reputed company Acrobat, and browsing network directories as we are a paperless office
• Excellent attention to detail and accuracy, proficient with numbers and basic calculations
• Must be willing to work 9am ET to 6pm ET
• Retirement industry experience
• Series 6, 7, 63, 65, 66
• QKA, QKC

Benefits

• Eligible to participate in reputed company Bonus Pool
• Eligible to receive new hire equity in reputed company
• Competitive health coverage
• Generous vacation offering
• Hybrid office policy
• 401(k) plan
• A dedicated Employee Wellbeing Committee

reputed company