Wealth Services Professional
2 weeks ago
Wealthquest Corporation is seeking a seasoned Financial Services Professional to join our team in Cincinnati, OH as a Wealth Coordinator.
The ideal candidate will work closely with our high-net-worth client base, supporting our Wealth Advisors as part of a collaborative team.
Main Responsibilities:
- Provide exceptional service and care for our clients, working in tandem with assigned advisors.
- Onboard new clients by coordinating compliance and account paperwork, ensuring a seamless experience.
- Act as the primary point of contact for existing clients, addressing service needs and inquiries.
- Prepare reports and client information forms for in-office and virtual appointments with advisors.
- Proactively engage with clients to encourage their involvement with our investment, financial planning, tax, estate, and insurance professionals.
- Maintain accurate records of client interactions and staff communications, utilizing our CRM system for compliance.
- Communicate with external entities to coordinate services for clients.
Requirements:
- 4-year degree or equivalent industry experience.
- 5+ years of customer service experience, preferably in RIA or brokerage settings.
- Proficient in Windows, Excel, Outlook, and Word, with a high level of comfort using technology.
- Critical thinking, attention to detail, and multi-tasking skills are essential.
- Ability to effectively communicate with diverse individuals across age, style, and geography.
- Exceptional client service and organizational skills are required.
- Able to maintain confidentiality and demonstrate dependable attendance.
- Desire to work collaboratively in an in-person team environment.
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