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Remote Financial Services Client Relationship Coordinator

Company: VirtualVocations
Location: Huntington Beach
Posted on: August 4, 2022

Job Description:

A financial technology company is filling a position for a Remote Financial Services Client Relationship Coordinator.

Core Responsibilities Include:
Developing relationships with all accounts and contributing to the retention and growth of client portfolios
Ensuring client portfolio requests and card order setups are accurate prior to delivery
Must meet the following requirements for consideration:

3+ years combined client relationship and customer service experience
Experience developing strong relationships with internal and external stakeholders
Ability to effectively prioritize multiple projects and client portfolios

Keywords: VirtualVocations, Huntington Beach , Remote Financial Services Client Relationship Coordinator, Accounting, Auditing , Huntington Beach, California

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