TTG Staffing Solutions · 1 day ago
Client Services Coordinator
Crown Point, IN
Full-time
Onsite
New Grad, Entry Level
$45K/yr - $60K/yrTTG Staffing Solutions is seeking a Client Services Coordinator who will play a critical support role in a fast-paced, client-focused financial services environment. This individual will support multiple advisors while ensuring smooth client experiences and efficient use of internal systems and resources.
Staffing & Recruiting
Hiring Manager
Bret Barclay
Responsibilities
Provide day-to-day administrative and client service support to up to four team members
Prepare and manage client documentation for meetings and follow-ups
Proactively anticipate advisor and client needs rather than reacting to issues
Coordinate client service activities and ensure timely completion of tasks
Utilize CRM systems and internal software tools efficiently
Follow advisor-specific job duties and workflows (detailed JDs provided by Stan’s advisors)
Maintain compliance with licensing and regulatory requirements
Serve as a flexible team resource, wearing multiple hats as needed
Qualification
Required
Experience working in a fast-paced professional environment
Strong verbal and written communication skills
Positive, can-do attitude with a proactive mindset
Comfortable using CRM systems and internal software tools
Ability to support multiple stakeholders simultaneously
Willingness to obtain Life & Health insurance license within the first 3 months (or already licensed)
Willingness to pass the following exams within 9 months: SIE, Series 6, Series 63
Prior workforce experience required; tenure and long-term commitment strongly preferred
Preferred
Background or experience in financial services
Familiarity with investment or insurance environments
Benefits
Health benefits (50% employer-paid)
401(k) with employer match up to 3%
Annual profit sharing (team-based)
Discretionary bonus
Paid Time Off - Accrues after 90 days
2 weeks’ vacation + 2 sick days
Company-observed holidays
Licensing and exam materials reimbursed upon successful completion
Company
TTG Staffing Solutions
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase