Stewardship Advisors, LLC, located in Mt. Joy, PA, is an independent, fee-only, investment advisory firm dedicated to meeting clients at the intersection of life and finance. A well-established and reputable organization, Stewardship Advisors is committed to developing and implementing personalized plans to assist clients in making sound financial decisions. As a fee-only investment firm, the financial planners offer comprehensive, holistic, and unbiased advice to wealth management. This family-oriented team strives to build long-lasting relationships and walk alongside clients throughout life’s journey.
Stewardship Advisors is seeking a full-time Client Services Coordinator to provide outstanding client care and exceptional administrative support to the organization. This position will be responsible to deliver the highest level of customer service to both external clients and internal colleagues. Additionally, the Client Services Coordinator will accomplish a variety of office tasks such as communication, scheduling, report preparation, document processing, and other firm logistics. This position offers an excellent opportunity for an energetic, self-motivated individual to make an impact as part of the collaborative team. The successful candidate will possess a willingness to learn and a heart for serving others.
Minimum of 2 years of successful customer service experience in a professional environment, essential
Demonstrated proficiency with technology including MS Office Suite, required. CRM software experience, a plus
High School diploma, required. Continuing education, desired
Excellent communication skills, both written & verbal
Interest and/or knowledge of the Wealth Management industry, a plus
Demonstrated community involvement, strongly preferred
North Group Consultants is an organizational health and leadership development firm. We help organizations grow and we help them through various kinds of transition, including generational. We do this through leadership and team development, organizational assessments, succession planning, hiring, and mergers & acquisitions.