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Client Relations Coordinator

2 months ago

Naples, Florida, United States Moran Wealth Management Full time
Job Overview

Moran Wealth Management, a Registered Investment Advisory firm, is dedicated to providing extensive resources and tailored strategies to address clients' investment management requirements. Our clients benefit from a team of seasoned advisors who offer a diverse array of financial products and services, including investment management, succession planning strategies, philanthropic and specialty asset management, and family office services.

This position requires in-person attendance.

Key Responsibilities:

  • Collaborate with client service specialists to ensure timely completion of service-related requests, including direct communication with clients as needed.
  • Manage routine maintenance and service inquiries efficiently.
  • Execute operational or administrative tasks related to client requests (e.g., check requests, fund transfers, address changes, dividend information).
  • Investigate client and security details using the back-office system.
  • Support Financial Advisors with administrative duties, such as phone coverage, coordinating client meetings, and maintaining files and calendars.
  • Foster existing client relationships by processing requests, addressing inquiries, and ensuring key client information is current.
  • Facilitate the onboarding of new client accounts, including gathering necessary documentation and client information based on account types.
  • Engage in outreach efforts to strengthen relationships with clients and promote Firm services and solutions, such as digital access and cash management options.
  • Prepare and verify all new account documentation to ensure completeness and accuracy.
  • Actively participate in firm initiatives directed by local management and attend relevant functions.
  • Adhere to established audit and compliance protocols.
  • Document client service interactions consistently in the CRM tool.
  • Engage in available training and educational programs to stay informed on policies, procedures, risk awareness, and technology.
  • Participate in cross-training and assist with other operational tasks as necessary.
  • Deliver exceptional service and create a positive client experience.

Qualifications:

The qualifications listed below represent the knowledge, skills, and abilities required for this role. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

1. High School diploma or equivalent education and relevant training.

2. Strong interpersonal and communication skills.

3. Detail-oriented with a focus on accuracy.

4. Excellent organizational skills with the ability to multitask in a fast-paced environment.

5. FINRA Series 65 is recommended but not mandatory.

Company Overview

Moran Wealth Management is a Registered Investment Advisory firm committed to delivering extensive resources and customized strategies to fulfill clients' investment management needs. Our experienced advisors provide a wide range of financial products and services, including investment management, succession planning strategies, philanthropic and specialty asset management, and family office services.