Client Services Coordinator

Job Description

Job Description

ROLE SUMMARY

A Client Services Coordinator is responsible for supporting the team with every stage of the financial planning process and supporting all advisors with client operations. This role will serve as a liaison between the client, advisor and processing centers, for the purposes of Financial Planning and product placement (investment processing, insurance applications, annuities, account transfers, 401(k) rollovers and account servicing). While some tasks are administrative functions, this position will include and be asked to partake in strategic thinking, innovative problem solving, process efficiencies and elevating the client experience.

KEY AREAS AND TASKS

ADVISOR ADMINISTRATIVE SUPPORT

• Engage with clients in a positive, approachable and respectful manner.
• Assist financial advisors with preparation for client meetings, manage client files, schedule appointments, participate in client meetings and handle follow-up tasks / communications.

FINANCIAL PLANNING COORDINATION

INSURANCE / INVESTMENT PROCESSING

Insurance :

Investment :

Prepare and process new investment account applications

Conduct phone calls with clients to facilitate direct rollovers

Set up recurring contributions and transfers in accordance with client goals

VALUES ALIGNMENT

Since our values guide all of our decisions, actions and communications, successfully fulfilling this role will require alignment with them.