Customer Service Coordinator Job at Equitable Advisors, Miami, FL

UUFUOFVBai9TdjFyRGFTUk9wYWVDZm1FdUE9PQ==
  • 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

Modern Government Solutions (MGS)

Instructional System Designer Job at Modern Government Solutions (MGS)

 ...TITLE: Instructional Systems Designer LOCATION: Albuquerque, NM; Kirtland AFB CLEARANCE REQUIRED: Active DoD Secret Clearance EMPLOYMENT TYPE: Full-time, On-site POSITION SUMMARY Modern Government Solutions (MGS) is seeking an Instructional Systems... 

BURKE DERMATOLOGY

Dermatology Nurse Practitioner / Physician Assistant Job at BURKE DERMATOLOGY

 ...Description We suggest you enter details here. Role Description This is a full-time on-site role for a Dermatology Nurse Practitioner / Physician Assistant at Burke Dermatology located in Newark, DE. The role involves providing dermatology care to patients,... 

Walmart

Personal Shopper Lead - Sam's FT Job at Walmart

 ...ecommerce plan in the club by overseeing operations of the ecommerce programs for example Club Pick Up Ship FromClub etc auditing online customer feedback working to resolve customer complaints and escalating unresolved issues to management andidentifying trends generating... 

Cheyenne Regional Medical Center

Registered Nurse Job at Cheyenne Regional Medical Center

 ...A Day in the Life of a Registered Nurse: The Registered Nurse assesses, plans, implements, evaluates and supervises individual patient care according to unit policies and procedures. Accepts responsibility for direction of co-workers in the implementation of care plans... 

Metric Geo

Technical Sales Manager Job at Metric Geo

 ...Senior Sales Manager - $180k-$220k base + bonus + equity Bay Area - Onsite Battery Manufacturing Metric have been retained by...  ...record of selling battery products (materials, cells, packs) into Automotive and Consumer Electronics or ESS companies. Technical...