Client Support Coordinator

Job Description

LHH is supporting our client in their search for a Client Support Coordinator to join their team in Columbus, OH. This position will support the staff in assisting with new account setup, making appropriate requested changes, getting update documentation, etc. The ideal candidate will have previous experience in financial services specifically wealth management. Strong attention to detail, able to multi task and positive attitude will be key factors in the success of this role. There will be communication via phone and email so strong communication is required. This is a direct hire opportunity and will offer a collaborative work environment!

Responsibilities:

Answering incoming emails and calls from clients

Assisting with new account setup

Following up for updated documentation and completed forms

Assist with the transfer of accounts

Qualifications:

Previous experience in financial services preferred

At least 2 years of account support experience

Strong communication both written and verbal

Organized and detail oriented

Pay Details: $48,000.00 to $52,000.00 per year

Search managed by: Jessica Robbins

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The Company will consider qualified applicants with arrest and conviction records subject to federal contractor requirements and/or security clearance requirements.