Financial Services Coordinator

10 hours ago

Guilford, Connecticut, United States Monte Financial Group LLC Full time
Job Title: Client Services Associate

Firm Overview

Monte Financial Group, LLC is a fee-only financial planning and investment advisory firm based in the United States. Our expanding team operates across two business segments: Wealth Management and Asset Management. We are seeking a Client Service Associate to join our Wealth Management division and contribute to our continued growth and success.

Job Summary

As a Client Service Associate, you will be part of our Wealth Management team. This position is located at our office in the United States. Your responsibilities will include supporting our Wealth Advisors by responding to client inquiries, completing client onboarding and account maintenance tasks, and developing quality relationships with our custodians.

Key Responsibilities
  • Deliver Exceptional Client Service: Address client needs and concerns effectively, support clients throughout their financial journey, and ensure a high level of client satisfaction.
  • Prepare Custodian Paperwork: Prepare all custodian paperwork for new clients/accounts and interface with custodians to ensure accurate set-up and transfer of assets.
  • Respond to Client Correspondence: Respond to all client correspondence and inquiries in a timely and professional manner, ensuring clear and effective communication.
  • Work with Custodian Operations Teams: Work closely with custodian operations teams to accurately execute account administration and transaction processing, addressing any issues or discrepancies promptly.
  • Maintain Client Information: Maintain and update all relevant client information in our CRM and document management systems, ensuring accuracy and confidentiality.
  • Stay Informed about Industry Regulations: Stay informed about industry regulations and compliance requirements to ensure all client interactions and account processes meet legal and firm standards.
Qualifications
  • Highly Organized: Highly organized with exceptional attention to detail and the ability to support multiple advisors.
  • Effective Communicator: Responsive and effective communicator, both verbally and in writing.
  • Strong Ethical Standards: Uphold strong ethical standards with a steadfast commitment to maintaining the confidentiality of sensitive client and firm information.
  • Tech-Savvy: Tech-savvy with proficiency to quickly learn new tools, platforms, and software.
  • Team Player: Capable of working both independently and as part of a team.
  • Flexible and Adaptable: Flexible and adaptable to tight deadlines and evolving client needs.
Education, Experience, Licenses & Designations
  • BA/BS Degree: BA/BS degree
  • Administrative or Client Service Experience: 3+ years of administrative or client service experience, preferably in financial services
  • Microsoft Office Proficiency: Proficient in Microsoft Office

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