Financial Client Services Coordinator

2 weeks ago

Minneapolis, Minnesota, United States NFP Full time

About Us:


NFP, an Aon Company, is recognized as a multi-year Best Places to Work award recipient in Business Insurance and has also achieved the 5-Star Diversity, Equity and Inclusion (DEI) accolade from Insurance Business magazine, along with the WORK180 employer endorsement.

We pride ourselves on being a team of consultative advisors and problem solvers.

Our mission is to assist organizations and individuals globally in navigating their most pressing risks, workforce, wealth management, and retirement challenges through tailored solutions and a people-centric approach.


Position Overview:

This role is primarily focused on delivering administrative assistance to the Wealth Management team while ensuring outstanding customer service for both existing and prospective clients.


Key Responsibilities:

  • Facilitate the processing of new client accounts, distributions, and various financial transactions.
  • Address daily inquiries from clients.
  • Work collaboratively with fellow Client Service team members to ensure exceptional service delivery.
  • Maintain, update, and organize client records.
  • Execute administrative tasks and track client data utilizing a Customer Relationship Management system.
  • Provide regular updates to the Wealth Management Team regarding account openings and asset transfer status.
  • Generate account maintenance reports on a monthly or quarterly basis.
  • Coordinate and assist in the preparation of annual client meetings.
  • Offer support to other Wealth Management team members as needed.
  • Establish and nurture trusted relationships with clients, advisors, and vendors.
  • Complete follow-up tasks post-meetings, including scheduling asset transfers and gathering necessary documentation.
  • Collaborate with Wealth Managers on account inquiries and service requests.
  • Ensure compliance with Required Minimum Distributions for clients.
  • Engage in industry meetings and educational opportunities for professional growth and development.
  • Participate in special projects or assignments as required, working with partners to address complex issues.

Required Skills and Qualifications:

  • Exceptional oral, written, and interpersonal communication abilities.
  • Proficient in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
  • Self-motivated with a strong commitment to quality, detail orientation, and accuracy.
  • Adept at multitasking and adapting to changing priorities in a dynamic environment.
  • Strong problem-solving capabilities.

Education and Experience:

  • High School diploma or equivalent.
  • Preferred: College degree.
  • Experience in the financial services sector is advantageous.

Certificates and Licenses:

  • No specific certifications required.

What We Provide:


NFP is committed to offering a competitive salary, paid time off, holidays, a 401(k) plan with matching contributions, exclusive discount programs, health and wellness initiatives, and more.

Our people-first culture emphasizes the importance of building and maintaining lifelong relationships with our employees, as we exist to support one another.


NFP and You... Better Together

NFP is an inclusive Equal Employment Opportunity employer.

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