Financial Services Coordinator

6 days ago


alpharetta, United States Wealth With No Regrets Full time

Job Summary

We are seeking a highly skilled Financial Services Coordinator to provide exceptional client service and support to our team of financial advisors. This role is ideal for individuals with 2-5 years of experience in the financial services industry, who possess excellent communication skills and a passion for delivering high-quality results.

Responsibilities:

  • Perform operational tasks to ensure seamless client experiences, including check requests, wiring funds, and address changes.
  • Research client information through our back-office system and maintain accurate records.
  • Process paperwork for new and existing clients, ensuring timely and thorough completion.
  • Maintain existing client relationships by processing requests, resolving inquiries, and updating key information.
  • Prepare and review account paperwork to ensure completeness and accuracy.

Requirements:

  • 2-5 years of experience in the financial services industry.
  • Bachelor's degree in finance or related field.
  • Experience with Customer Relationship Management software.
  • Excellent communication and interpersonal skills.
  • High character and integrity, with a strong sense of responsibility.

Benefits:

  • Estimated salary: $60K-$80K per year.
  • Paid Time Off (PTO): 10 days per calendar year.
  • Pay Increases: Increased pay and inflation adjustments annually.
  • Holidays: 10 paid holidays per year, with extended time around Thanksgiving and Christmas.
  • Health Benefits: Comprehensive health plan available.
  • Retirement: 3% contribution to 401k.


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