Client Operations Coordinator

2 weeks ago


Los Angeles, United States Hire Heroes USA Full time
Client Services Coordinator

One of our premiere clients is looking to fill an open Client Services Coordinator position at their dynamic wealth management firm. They specialize in serving the military community to offer the best financial support they can. This role involves actively participating in client meetings, managing client onboarding processes including document gathering and outreach, processing paperwork related to insurance and investments, and preparing various financial analyses or proposals. This role also entails overseeing client management in the CRM system, collaborating with advisors to enhance the client experience, participating in marketing initiatives, and scheduling client appointments. Ideal candidates should have military service or exposure, hold an undergraduate degree (with a preference for a master's degree), and are either located or would be willing to relocate to the SoCal area.

Responsibilities
• Client on-boarding: Document gathering, outreach via phone/email to clients, etc
• Process all paperwork as it relates to insurance and investments
• Prepare client annual review information, retirement analyses, and investment/ advisory proposals,

sales illustrations and proposals
• Manage clients, notes, updates, and follow-ups in CRM
• Work with advisor to ensure enhanced client experience: birthday cards, anniversary gifts,

appreciation events, etc
• Oversee and participate in marketing initiatives including social media planning, branding, website,

and other opportunities
• Call clients as needed to schedule them with the advisor

Qualifications
• Military Service or exposure
• Undergraduate degree required; Masters degree preferred
• Local or willing to relocate to SoCal area
• CA Life & Health License or willingness to gain licensing within 2 months of employment
• Series 6/7 & Series 63 License to be obtained within 12 months of employment
• 1-3 years in the financial services industry (preferred)
• Impeccable organizational skills and attention to detail
• Demonstrated ability to maintain effective working relationships with clients
• Willingness to work independently, embrace change, and maintain confidentiality

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