Financial Services Coordinator

3 weeks ago


Grapevine, Texas, United States Kestra Financial Full time
Job Title: Client Services Associate

We are seeking a highly motivated and organized Client Services Associate to join our team at Waterworth Wealth Advisors, LLC. As a key member of our operations team, you will play a critical role in supporting the delivery of financial advice and services to our clients.

Key Responsibilities:
  • Support the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm.
  • Deepen client relationships through proactive, regular client interaction, including appointment scheduling and correspondence.
  • Assist in client meeting preparation and follow-up, including assembling requisite paperwork, report generation, and post-meeting documentation.
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures.
  • Deposit checks received and maintain the check blotter in adherence to compliance guidelines.
  • Maintain CRM database; define and ensure adherence to appropriate client service models.
  • Manage and update mailing lists for birthdays, holidays, and firm marketing efforts.
  • Manage multiple and competing priorities daily in pursuit of business objectives.
  • Support client communications and social media marketing.
Requirements:
  • Bachelor's Degree along with a minimum of 3 years executive administrative experience; financial services industry experience a plus.
  • Strong written and verbal communication skills.
  • Ability to pay close attention to detail, ensure accuracy and completeness of work.
  • Proficient with CRM Systems as well as Outlook, Microsoft Word, Excel, and PowerPoint.
  • Basic knowledge of financial principles, retirement products, or financial planning.
  • Proven ability to manage advanced, confidential, administrative duties.
  • Outstanding organizational skills and excellent follow-through.
  • Capable of acting as a self-starter with an excellent ability to multi-task and prioritize.
  • Effective without direct management and a structured environment, but able to follow procedures and regulatory requirements.
What We Offer:
  • A collaborative team environment with competitive pay and an opportunity for team bonuses.
  • Growth opportunity (education/experience/exposure to high level investing and financial matters).
  • Direct communication/access to the principle of the firm.
  • PTO and Holidays.
  • Discounted gym rates.
  • Health benefits.
  • Birthday and Team Celebrations.


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