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Financial Client Services Coordinator

2 months ago

Green Bay, Wisconsin, United States KerberRose S.C. Full time


Become a vital member of our esteemed Wealth Management division, where our mission is to empower clients in realizing their financial aspirations while safeguarding their assets through exceptional service and shared accountability.

As part of a multi-generational team of experts, you will uphold the highest standards of integrity and professionalism.

Our nurturing workplace fosters significant opportunities for career advancement, including skill enhancement and mentorship programs.

We appreciate the creative contributions and commitment of our team members and continuously seek individuals who are enthusiastic about making a substantial difference and cultivating a rewarding career.


Key Responsibilities:

  • Coordinate calendars and arrange meetings for clients, potential clients, and external partners.
  • Engage in client discussions - addressing inquiries, reviewing beneficiaries, assisting with technology, and documenting notes.
  • Guide clients on the online tools and resources at their disposal.
  • Facilitate the opening, transferring, and closing of client accounts while maintaining accurate account documentation.
  • Handle all necessary paperwork to establish, maintain, and service client accounts.
  • Respond to incoming communications in a courteous manner to ensure timely fulfillment of client requests.
  • Collaborate with Professional Partners to cultivate relationships that address client needs.
Qualifications:

  • Experience in Wealth Management is essential.
  • Possession of a Series 65 license is mandatory.
  • A college degree is preferred but not required.
  • Administrative experience is advantageous but not obligatory.
  • Proficiency in Microsoft Excel, Word, Outlook, and Adobe is required.
  • Experience with CRM databases is preferred but not necessary.

Culture and Core Values:

At KerberRose Wealth Management, we foster a vibrant, supportive professional environment characterized by a personal touch. We are dedicated to creating a workplace that encourages both professional and personal growth.

Our core values shape our culture:

  • Honesty
  • Integrity
  • Respect
  • Work-Life Balance
  • Community Engagement


Our team members are our greatest asset, which is why we provide numerous opportunities for recognition and achievement.


Benefits:

  • Opportunities for Mentorship and Talent Development Programs
  • Continuing Professional Education
  • Financial incentives and reimbursement for passing professional exams such as CFP, CPWA, AIF, CRPS, and/or CFE
  • Paid Time Off and Holidays
  • Employer Matching 401(K) & Profit Sharing Plan
  • Comprehensive Health, Dental, Vision, and Life Insurance
  • Flexible Spending Account/Section 125 Plan
  • Health Care Reimbursement Account
  • Short-Term and Long-Term Disability Coverage
  • Wellness Reimbursement and Programs
  • Student Loan Repayment Assistance
  • Business Development Incentives
KerberRose is nationally recognized for its flexible workplace practices and is among the Top 200 Firms according to Inside Public Accounting.