Job Description
CFS has partnered with one of the largest multi-family offices in the Midwest. #5 Largest Multi-Family Office in the World by Caproasia in 2020 and #1 Registered Investment Advisor (RIA) by Financial Planning magazine in 2013, 2014, 2015, 2016 and 2017 and the #5 RIA in 2020, providing multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 39 years. They boast a very team oriented and family friendly culture and are currently searching for a Client Services Coordinator to work directly with Advisors and servicing clients of the firm.
POSITION SUMMARY:
A Client Service Coordinator provides extraordinary client service as a dedicated member of a client service team. The client Service Coordinator must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude.
DUTIES & RESPONSIBILITIES:
Client contact and relationship management
Prepares and updates Financial Statements for clients in addition to related analysis
Prepares paperwork for account opening, money movement or other account administration related items
Initiates Investment Policy Statement (IPS) process
Handles certain required administrative tasks, attends various required internal meetings and participates in various internal training sessions for continuous technical development
QUALIFICATIONS:
Company Description
CFS is a leading, employee-owned staffing firm—the largest one founded by CPA firms. With more than two decades of experience helping companies locate, attract and hire exceptional accounting, finance & IT professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management. CFS was named to Forbes’ list of “Best Professional Recruiting Firms” three years in a row and also cited by LinkedIn as one of the “Most Socially Engaged Staffing Agencies” two years in a row!