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Client Experience Coordinator

2 months ago

Dallas, Texas, United States Boutique Recruiting Full time
About the Role

Boutique Recruiting is seeking a highly organized and detail-oriented Client Services Associate to support our financial advisory team. This critical position plays a vital role in enhancing the client experience by providing administrative and operational support to our wealth advisors and delivering exceptional client service.

Key Responsibilities
  • Collect and manage required documents for onboarding and client relationships
  • Assist with client follow-up, including calls and inquiries, to ensure timely and accurate responses
  • Respond to client requests, inquiries, and transactions in a professional and courteous manner
  • Coordinate and schedule meetings between wealth advisors and clients as needed to deliver optimal client experiences
  • Prepare reports, marketing materials, and other documents for client meetings and presentations
  • Perform data entry, filing, and other administrative tasks to support the wealth advisors and ensure accuracy and attention to detail
  • Utilize Microsoft Excel, Word, Outlook, and PowerPoint for various tasks and projects
  • Maintain a high level of professionalism and confidentiality in all interactions with clients and colleagues
Requirements
  • Bachelor's degree in a related field or equivalent experience
  • Minimum of 1 year of professional experience in a related industry or relevant internship experience
  • Series 65 or 66 certification is not required initially but must be obtained
  • Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint
  • Experience with CRM systems, preferably Salesforce
  • Excellent organizational and communication skills
  • Detail-oriented and able to handle high volumes of client interactions
Benefits
  • 100% medical insurance coverage
  • Dental and Vision insurance
  • 401k with 3% match
  • 10 days PTO
  • 5 days PSL
  • 11 paid holidays
  • Bonus potential
  • Growth opportunities
  • Flexible hybrid schedule
  • Friendly work environment