Client Service Coordinator

4 days ago

St Paul, United States TalentLink Solutions Full time

We are a comprehensive, fee-only financial planning and investment firm located in downtown St. Paul. Our team is committed to providing clients an integrated wealth planning experience with high-touch service, as one trusted advisory firm. We've grown considerably, primarily through word of mouth, and currently manage nearly $1B in assets, with just over 20 employees. We care about our team and offer a comprehensive benefits package and a hybrid work schedule for flexibility. We are looking for an experienced Client Service Coordinator to join our centralized support team, helping with a variety of administrative support and client-facing duties. In addition to having a strong working knowledge of industry software, systems and processes, you are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. Whether it's completing paperwork and tasks, onboarding new clients, handling service requests, scheduling or preparing for meetings, you tackle it with a service heart and an accuracy and efficiency that can't be beaten. Being your proactive self, you look for ways to take care of as much as possible so the advisory team can focus on clients. Your personal drive and initiative are what will make you successful on our teamClient Service Coordinator duties include:Ensuring an outstanding client service experience for internal and external contactsCompleting client transaction requests (wires, ACH, IRA distributions), tracking status and to ensure accurate resolutionOnboarding new clients, including training on portal and online account accessAssisting with meeting preparation and follow upSolving problems and providing accurate and timely follow upGreeting clients, maintaining a welcoming and professional atmosphereScheduling client meetings and sending appointment remindersReviewing and confirming daily reporting numbers, custodial alerts, and information updatesServing as a liaison for external vendors, third party authorities, and financial custodiansUpdating and ensuring data accuracy in client database/CRMCoordinating general office duties such as ordering supplies, overseeing client mailings, and maintaining office and kitchen areasTraining new team members as neededActing as seasonal backup and departmental liaison to the tax departmentAssisting with departmental special projects and other duties as assignedClient Service Coordinator qualifications include:Bachelor's degree highly preferred, or equivalent work experience3+ years of client service and operations experience in wealth management or financial planning highly preferredUnderstanding of financial planning concepts and/or brokerage operations (various account types and purposes) highly preferredFamiliarity with Salesforce, Tamarac, or similar softwares preferredAdvanced level proficiency in Microsoft OfficeExperience working with Schwab as custodian preferredSolid verbal and written communication skills across varying mediums and with a wide variety of stakeholdersDesire to play a role in process improvement via new technologies and conceptsAbility to showcase successful time management and task prioritization to champion client needsThis position is intended to be an on-site, public-facing role; however, we are open to flexibility in working hours and location, including a hybrid schedule, as scheduling and job responsibilities permit.

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