Client Services Coordinator

Role DetailsPrepare, process, submit and track new client businessAll applications/paperwork for new accountsAll service request paperwork (withdrawals, transfers, MoneyLink, start income, acct changes, bene updates, name changes, address changes)Email Advisory Docs to appropriate clientsEmail Special Tax Notice ahead of RO CALLSRun monthly AUM out report in OrionAnswer phones and provide customer service needed or refer action to TeamOrder ***** FSI/ Salle Law/Costco/SAMsPrepare "stack-up" for next day's appointments, ***** printing statement(s), adding RT note for ADVISORY DOCUMENTS emailed and add sales to tracker, and promptly re-filing all client files following appointmentGreet Clients/Prospects; offer coffee or water; seat in conference room per AdvisorCheck stock of coffee/creamer/sweetener/cups/napkins/bottled water (3 types)/chocolatesMail or Ship as ***** Birthday Cards, Reminder Postcards, Thank You Notes, and Get Well or Sympathy Sentiments/GiftsCreate New Client Folders for AUM/FIA/LIFEReceive direction from advisor and other team members on tasks that need to be executed for the office as a whole or for individual clientsApplicant CharacteristicsKnowledge of financial/insurance product landscapeDetail-oriented; values organizationEnjoys autonomy, can prioritize tasks based on client need and advisor directionAbility to thrive in a fast-paced, high-volume environmentRequirementsCollege EducationAttention to Detail, Organized, Well-SpokenProficient in Microsoft Office programs, Google Docs, DocuSign, QuikformsPreferred Requirements3-5 years work experienceKnowledge of financial landscape, including holding insurance and/or securities licensesKnowledge of Redtail CRM and other financial management software

Created: 2025-02-14