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Service Coordinator

Austin

Job Description Job Description About LeafHouse:

LeafHouse provides 3(38) and 3(21) investment management services and creates packaged solutions to mitigate risk to meet retirement plans’ unique needs. Our objective is to deliver quality investment services that incorporate fiduciary management principles and ERISA best practices. We seek to protect and provide solutions to our plan sponsor clients.

Service Coordinator Job Description:

Assist with aspects of servicing LeafHouse clients by coordinating with their retirement plan providers, facilitating communication between all parties, reviewing required action items for administrative items related to investment management, and ensuring a smooth fund change experience. Work with an established team to provide satisfactory client service to our partners and clients. This entry level role is in-person at our office in Austin, TX. Starting salary for this position is $50,000 and dependent on experience.

Roles/Duties:

Professional communication skills in email, phone calls, or team-based settings

Maintain notes and updates within a CRM

Work on recurring quarterly and ongoing projects, both individually and within the department

Serve a resource of knowledge for clients on our operational processes

Ability to use multiple systems to review client’s accounts and track items Initiate fund change communications with external parties for clients Connect appropriate team members with email or call inquiries

Strong analytical and problem-solving skills

Qualifications And Desirable Experience:

Bachelor’s degree (all majors encouraged to apply) or 2 years industry-related experience preferred

Proficient in Microsoft applications

Detail-oriented

Able to work well in both a team environment and independently

Client service mentality, adaptability, and willingness to collaborate openly with other functions

Experience with online CRMs preferred

Proven ability to manage multiple work streams at a time with high attention to detail

Experience in the financial industry is a plus

Benefits:

401(k) available with company match

Most medical, dental, and vision health coverage policies available for employees are covered by the company

Most medical, dental, and vision health coverage policies available for family and spouses are 50% covered by the company

Generous paid time off policy

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