Financial Services Coordinator
3 weeks ago
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.
- 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.
- 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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Grapevine, Texas, United States Baylor Scott & White Health Full timeJob SummaryThe Access Services Representative 1 plays a vital role in ensuring seamless patient registration and financial clearance processes. This individual is responsible for obtaining accurate demographic and insurance information, verifying patient eligibility, and negotiating payment arrangements. Strong communication and interpersonal skills are...
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