Financial Services Coordinator

1 day ago


Grand Rapids, Michigan, United States Stonebridge Financial Partners LLC Full time
Job Title: Client Services Associate

Stonebridge Financial Partners, LLC is seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a key member of our wealth management team, you will play a critical role in delivering exceptional client service and support.

Responsibilities:
  • Collaborate with Wealth Advisors to prepare for client meetings, participate in client meetings, and follow up with notes and action items.
  • Process client contributions and distributions.
  • Schedule client meetings as needed.
  • Provide backup support to the Operations Hub, preparing paperwork and processing checks.
  • Act as the primary point of contact for clients, addressing their requests and issues, or engaging the assigned Wealth Advisor to ensure timely resolution.
  • Utilize software programs to prepare comprehensive financial plans, asset allocation plans, insurance, and research requests and recommendations.
  • Prepare materials for client meetings.
  • Support Wealth Advisors in planning and preparation for prospective new client proposals.
  • Contribute to the achievement of team goals and objectives.
Requirements:
  • Bachelor's degree in a finance-related field from an accredited institution.
  • Desire to begin industry licensing (Series 7, Series 66, etc.) within 12-18 months of employment.
  • Minimum 2 years of related experience with an investment management/advisory firm.
  • Strong verbal and written communication skills, with the ability to engage with clients and prospective clients.
  • Detail-oriented with excellent organizational and time management skills.
  • Demonstrated ability to build financial plans grounded in fundamental financial disciplines.
  • Knowledge of and curiosity to learn financial markets and investment securities.
  • Ability to multitask in a smaller team environment.
  • Demonstrated client service orientation.
Preferred Qualifications:
  • Experience with financial planning software (e.g., eMoney, Orion).
  • Experience with CRM software (e.g., WealthBox).
  • FINRA Series 7, 66, or similar license.

Stonebridge Financial Partners, LLC offers a great working environment, competitive compensation, and opportunities for professional growth and development.



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