Client Coordinator

Description

Morton Wealth is currently looking to add a new Client Coordinator to our growing team. We are a registered investment advisor that was formed in 1981 and manages roughly $2.5 billion in assets across 1,100+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives. Our investment approach is distinctly not “Wall Street” as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow.

At Morton, our Client Coordinators (CC) are key contributors to our organization, as they provide relational and operational support to our Advisors, empowering them to deliver an outstanding experience to each of our clients.  The CC position is an ideal role for anyone looking to further their career in wealth management, as it helps to build a solid foundation towards long-term growth, particularly for aspiring Wealth Advisors. Our CCs are often the main point of contact for Morton clients, which provides them with daily opportunities to enhance important skills such as organization/prioritization and communication. Additionally, this role requires them to coordinate projects across multiple teams within the organization, providing ample opportunity to showcase and develop their teamwork and collaboration skills.

Requirements

Our ideal candidate for this role will strive to reflect our core values in the following ways:

• Excellence - Exhibits high attention to detail and organizational skills while able to prioritize multiple requests and tasks.
• Empowerment - Has a desire to continue improving at his/her job function and suggests ways the team can work more efficiently.
• Empathy - Has good communication skills and understands how the role fits into company goals.
• Ethical - Fully completes task at hand and does not cut corners.  Aware of time and costs associated with client servicing - strives for efficiency without compromising quality of work.
• Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the objectives of the entire firm.
• Enjoyment - Works well as part of a team and participates in Morton events.

Daily responsibilities include:

• Coordinate client meetings through scheduling, preparation and recording of notes.
• Respond to client requests in a timely manner, tracking interactions in CRM.
• Communicate timing expectations with clients for all deliverables/follow ups.
• Support Advisors in maintaining communication with prospects and existing clients.
• Lead weekly Advisor check-in meetings.

Experience Requirements

• Minimum of 3 years of experience in a client servicing role within the wealth management industry, preferably at an RIA.
• Series 65 license and/or Certified Financial Planner (CFP)

Our Offer

• Competitive compensation package.
• Retirement and health benefits.
• Transparent career tracks and opportunities for advancement within the organization.