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.