Client Relationship Coordinator
2 months ago
Wealthquest Corporation is seeking a dedicated Financial Services Professional to fill the role of Wealth Coordinator.
Position Overview:
- Support Wealth Advisors in managing our affluent clientele
- Facilitate the onboarding process for new clients and oversee documentation
- Serve as the primary contact for current clients regarding their service inquiries
- Generate reports and prepare client information for meetings
- Connect clients with various financial specialists
- Ensure accurate record-keeping through our CRM system
- Coordinate with external partners to deliver client services
- Assist clients during significant life transitions
Qualifications:
- Bachelor's degree or equivalent professional experience
- Minimum of 5 years in customer service within the financial sector
- Proficient in Microsoft Windows, Excel, Outlook, and Word
- Strong analytical and multitasking capabilities
- Excellent verbal and written communication skills
- Outstanding client service and organizational abilities
- Commitment to confidentiality
- Reliable with consistent attendance
- Collaborative team member eager to work in a face-to-face setting
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