Service Coordinator (Financial) Details

Service Coordinator (Financial)

NFP Corp - Aliso Viejo, CA

Employment Type : Full-Time

Our NFP Retirement division is seeking a Service Coordinator with experience in the financial services industry to join the team. The Service Coordinator will be responsible for coordinating, supporting and executing operational activities across a variety of channels. This individual must demonstrate a high standard of professionalism, accuracy and efficiency.

Primary Responsibilities:

  • Prepares meeting materials and client deliverables
  • Utilizes software for report creation
  • Sets and confirms consultant appointments
  • Coordinates with service providers to obtain necessary information
  • Answers and refers phone inquiries
  • Manages/updates databases

Knowledge, Skills, Abilities Required:

  • Excellent written and oral communication skills
  • Strong organizational skills with the ability to multi-task
  • Accurate typing skills
  • Capacity to respond appropriately to clients and escalate issues to management if necessary
  • Ability to apply problem-solving skills to complete tasks
  • Must work well in a team environment with a positive attitude

Preferred Experience:

  • Strong working knowledge of Microsoft Office products and/or other computer software systems
  • Familiarity with investments

Required Experience:

  • 1 year of experience in a finance field

Who We Are

We’re NFP, a four-time Best Places to Work award winner in Business Insurance for 2017, 2018, 2019, and 2020. We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.nfp.com/

What We Offer

NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You. Better. Together.

NFP is an inclusive Equal Employment Opportunity employer.

Posted on : 3 years ago
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