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Member Services Coordinator

Company: Growth Capital Services, member FINRA, SIPC
Location: Buffalo
Posted on: September 11, 2019

Job Description:

Growth Capital Services (is a broker-dealer firm founded in 2003 to provide supervision and compliance services to independent bankers.--The firm conducts a variety of private securities business, such as raising capital, facilitating mergers and acquisitions, and brokering the sale of secondary securities.---------- We are seeking a Member Services Coordinator to serve as a point of contact for our clients.--By working closely with the Member Services Manager and members of the senior management team, the Member Services Coordinator will gain experience in the day-to-day operations of a successful financial services business.--The firm is collegial, professional and selective. Duties and Responsibilities:Guide new clients through the Onboarding process (approximately 20 steps), providing instructions, assistance, and tracking their progress to completion in a timely manner.Organize and document dozens of details for several client accounts simultaneously.Serve as a point of contact for clients following Onboarding:--answer calls, reply to email inquiries.Guide exiting clients through the Offboarding process.Other administrative tasks and projects as assigned. Minimum Qualifications include:Candidates must have proven administrative or account management experience; however, financial experience is not required as training will be provided.Personal pride in exceptional customer service.Superb organization skills, attention to detail, and aptitude for problem-solving.Excellent written/oral communication.Ability to manage multiple work processes and projects simultaneously while being receptive to changing priorities.Team player with a positive attitude and approach, including a strong sense of ownership, initiative and enthusiasm.Ability to work independently and remotely with limited supervision in an effective and efficient manner, but also comfortable collaborating frequently (via team calls, Skype) with other team members.Computer skills including Microsoft Outlook, Word, and Excel, internet research, and familiarity with CRM systems.Eligible to work in the U.S. Due to the nature of our business in financial services, a background check including fingerprinting will be required. Hours and LogisticsThis is a full-time position with a good deal of flexibility.--For the most part, we ask that you be available during "regular business hours" (between 9-5, M-F) when our clients are also working. You will work from your own home office on most days and must provide your own computer and internet access.-- For the first few days, you will meet in-person with our Member Service Manager in Buffalo, NY for training.--Ongoing meetings may be scheduled periodically thereafter.-- Compensation is commensurate with experience.--The expected range is $20 - $25 / hour. To apply, please email a copy of your resume and a cover letter describing why you are interested in this position.

Keywords: Growth Capital Services, member FINRA, SIPC, Buffalo , Member Services Coordinator, Other , Buffalo, New York

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