Senior Financial Services Coordinator

2 days ago


Monroeville, Pennsylvania, United States S.W. Coy Financial, Inc. Full time
Job Overview
We are seeking a highly motivated Financial Advisor Associate to join our team at S.W. Coy Financial, Inc. As a key member of our team, you will be responsible for supporting new client onboarding, managing financial documentation, maintaining client relationships, coordinating client reviews and follow-ups, and preparing financial plans. You will also have the opportunity to develop your knowledge of the industry, our products, and our company.

**Key Responsibilities**
  • Communicate with other employees in areas such as compliance, operations, and client services to facilitate the execution of client requests
  • Keep clients informed of changes, updates, and important deadlines related to their accounts
  • Gather client data, prepare reviews, and maintain accurate account, beneficiary information & RMD tracking

Requirements
  • $60,000 - $80,000 per year based on experience
  • Competitive bonus structure and grid payout
  • Health benefits
  • Paid time off and retirement plan options
  • Opportunities for professional development and certification support


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