Client Service Coordinator
Our established and fast-growing financial services company is looking for the right person to join our talented team. Are you looking for the benefits of a large company, but want to work in a close-knit smaller organization? Do you want become part of a firm that changes the lives of their clients every day? This is the place!
You: motivated, detail-driven, looking to grow and create a career path with great upside opportunity.
Us: High energy in an upbeat culture, a strong focus on education, mentoring, and excellence. A culture that really works!
Responsibilities:
Create investment proposals based on our investment philosophy.
Analyze client’s holdings to provide investment gap reports
Rebalancing and trading client accounts
Design investment proposals using our tax advantaged approach
Coordinating the onboarding of new investment accounts and transfers
Coordinating all the aspects of the client’s investment accounts
Preparing documents for client meetings including pre-filling paperwork
Prepping financial advisors on investment components for client meetings
Communicating with the Client Service Managers (CSMs) on investment
components of the clients they manage
Billing accounts
Managing performance reports
Prepare and help financial advisors in client meetings
Submitting and tracking new business to various vendors, money managers and
insurance companies
Create financial plans, debt plans, insurance analysis and more
What we are looking for:
Team player who can help effectively manage projects concurrently
Great communication skills
Experience with Microsoft Office (Word, Excel, and PowerPoint)
Experience with Customer Relationship Management (CRM) databases
On-the-fly problem solving
A passion for education, excellence and ethics
Knowledge of personal finance and financial planning
Attention to detail
4 Year College degree, with a B average or better
Experience in Financial Services or business / finance degree a plus
Securities and insurance licenses are not required but would be a big advantage. They will be needed for future career growth.
Our Benefits Package
A generous health insurance plan
PTO of 3 weeks per year
A retirement plan
Complimentary financial plan
Paid Continuing Education and Licensing
Bonuses throughout the year based on performance and team spirit
A huge opportunity for growth
Salary Range = $42,000 - $48,000
Please send alyssa@mdfinancialadvisors.com :
A resume
A brief write-up stating why you would be a good candidate for this position