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Client Service Coordinator
WHAT YOU'LL DOThe Fiduciary Services Coordinator will enhance the client experience by servicing clients and providing operational and administrative support to the Fiduciary Services Team. This role will report to the Director of Fiduciary Services.Primary Responsibilities:Client SupportArrange client meetings, compile and complete presentations, onboard new clients by arranging client meetings and annual reviewsField phone calls from clientsAssist with account opening and closing proceduresCollect tax information for clients' annual returns and assist Advisors with coordination of tax year-end processing.Monitor daily financial reports and cash positions in clients' portf
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