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Client Services Coordinator

2 months ago

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Job Overview

Moran Wealth Management, a distinguished Registered Investment Advisory firm, offers extensive resources and tailored strategies to fulfill clients' investment management requirements. Our clients benefit from a dedicated team of seasoned advisors who provide a diverse array of financial products and services, including investment management, succession planning, philanthropic endeavors, and specialty asset management.

This position requires in-person engagement.

Key Responsibilities:

  • Collaborate with client service specialists to ensure timely completion of service-related requests, including direct communication with clients when necessary.
  • Manage routine maintenance and service inquiries efficiently.
  • Execute operational or administrative tasks related to client requests, such as processing check requests, wiring funds, updating addresses, and providing dividend information.
  • Conduct research on client and security information utilizing the back-office system.
  • Support Financial Advisors with administrative duties, including telephone coverage, coordinating client meetings, and maintaining files and calendars.
  • Enhance existing client relationships by processing requests, addressing inquiries, and ensuring that key client information and documentation are current.
  • Facilitate the onboarding of new client accounts, which involves gathering necessary documentation and client information based on the established account types.
  • Engage in outreach efforts to strengthen relationships with clients and identify firm services and solutions that align with their needs, such as digital access and cash management options.
  • Prepare and review all new account documentation to ensure completeness and accuracy.
  • Actively participate in firm initiatives directed by local management and attend relevant functions as required.
  • Adhere to established audit and compliance protocols.
  • Document all 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 functions as needed.
  • Deliver exceptional service and foster 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 related training.

2. Strong interpersonal and communication skills.

3. Meticulous attention to detail.

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 dedicated to providing extensive resources and customized strategies to meet clients' investment management needs. Our team of experienced advisors offers a comprehensive range of financial products and services, including investment management, succession planning, philanthropic services, and family office solutions.