Wealth Management Client Service Coordinator

The Wealth Management Client Service Coordinator is responsible for delivering a high level of client service and operational support to financial advisors and their clients. This role involves managing client accounts, maintaining accurate records, facilitating financial transactions, and working between clients and various departments to ensure timely and effective service. 

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

· Responsible for the delivery of Wealth Management and Investment services, emphasizing quality service and customer satisfaction; client communication and engagement through phone and email

· Advisor team schedule management: proactively partner with Advisor team to schedule client meetings and any follow-up meetings / calls, coordinate calendar appointments with clients outside advisors (attorney’s, CPA’s, etc.). 

· Work as part of a team with Financial Advisors, Client Service Coordinator, and Financial Planning Associate in preparation of materials and reports for client meetings, as well as execution and completion of follow-up items arising from Financial Advisors client meetings 

· Subject Matter Expert (SME) for ClientWorks: manage and set-up clients and groups within ClientWorks; produce documents / reports / information per Advisor requests 

· Subject Matter Expert (SME) for Client Relationship Management (CRM) system: establish proactive and effective workflows to seamlessly coordinate advisors and staff to ensure work is completed in a timely manner with an emphasis on eliminating oversights

· Complete, submit, and oversee account transfer request paperwork

· Complete, submit, and oversee client distributions: RMD’s, ACH requests, & transfers 

· Back-up coverage for client trade execution 

· Responsible for administering assigned accounts in accordance with the terms and conditions

· Responsible for continuously increasing knowledge of Investment products and services.

· Responsible for various typing and filing for Advisors and/or Trust Officers 

 To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE: 

Associate's degree (A. A.) or equivalent from two-year College or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.

LANGUAGE SKILLS: 

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

MATHEMATICAL SKILLS: 

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.

REASONING ABILITY:

Ability to solve practical problems and deal with a variety of concrete variables. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to walk and use hands to finger, handle, or feel.