Financial Services Coordinator

4 weeks ago


Grand Rapids, Michigan, United States Stonebridge Financial Partners LLC Full time
Client Service Associate

Stonebridge Financial Partners, LLC is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a key member of our client service team, you will be responsible for ensuring a high level of client satisfaction and delivering exceptional service to our clients.

Key Responsibilities:
  • Collaborate with Wealth Advisors to prepare for client meetings and participate in client meetings
  • Process client contributions and distributions
  • Schedule client meetings as needed
  • Provide back-up support to the Operations Hub
  • Function as the client's first point of contact to address client requests or issues
  • Utilize software programs to prepare comprehensive financial plans and asset allocation plans
  • Prepare material for client meetings and support Wealth Advisors in planning and preparation for prospective new client proposals
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 related experience with an investment management/advisory firm
  • Strong verbal and written communication skills with a confident ability to engage with clients and prospective clients
  • Detail orientation 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
What We Offer:
  • A great working environment in a desirable and professional office location
  • Retirement plan (401k) contributions
  • Medical plan
  • Education reimbursement
  • Other benefit offerings


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