Customer Service Coordinator Job at Equitable Advisors, Miami, FL

VjdNZUhXSFlickFrRWQ0TzJXbDVpWmprTlE9PQ==
  • Equitable Advisors
  • Miami, FL

Job Description

The Customer Service Coordinator plays a crucial role in supporting the client interaction process and ensuring the smooth execution of our comprehensive financial planning services. This position requires a detail-oriented and client-focused individual who can manage documentation, coordinate processes, and maintain effective communication aligned with our brand values. Provides advance assistance to the President & Vice President under minimal supervision. Handles complex situations and conflicts. Makes independent plans and organizes work schedules according to team’s overall mission and goals. Manages daily activities including responding to requests and inquires. Demonstrates professionalism needed to handle sensitive and confidential matters. Relieves President & Vice President of some administrative details.

Job Tags

Similar Jobs

Stone Hendricks Group

Scaffolding Laborer Job at Stone Hendricks Group

About the Company: Our client is a fast-growing field-based construction services company specializing in scaffold erection and dismantling across industrial and commercial projects in the Northeast. Known for their strong safety culture, reliability, and hands-on training...

Ochoa Construction

Senior Drywall or Painting Estimator Job at Ochoa Construction

 ...cost estimation and quantity take-offs. Software QuckBid and onscreen take off Experience construction projects drywall and painting. Strong analytical abilities to review project plans and specifications Proficiency in construction estimating software and... 

Medix™

Registered Nurse Case Manager Job at Medix™

 ...Medix is currently hiring for RN Case Manager in Gaston County, North Carolina. The Nurse Case Manager will be traveling between six facilities. This position is hybrid - visiting members in the at facilities and documentation at home/in visit. Shift/Schedule: Monday... 

Kumon North America, Inc.

Videographer Job at Kumon North America, Inc.

Why Join Kumon? Kumon North America is seeking a creative and hands-on Videographer and Editor to join our Events Team! This is an exciting opportunity to develop and grow your storytelling and production skills in a mission-driven environment that values creativity...

True Story Foods

Digital Marketing Manager Job at True Story Foods

 ...A Digital Marketing Manager is responsible for developing and executing comprehensive digital marketing strategies across various online channels like social media, email, website content, and paid advertising, aiming to increase brand awareness, drive website traffic,...