Client Relations Coordinator

2 weeks ago

Kennewick, Washington, United States Petersen Hastings Full time
Job Overview

Salary: $50,000-$72,500 annually DOQ

Join our dynamic and expanding fiduciary wealth management firm, where you can enjoy the benefits of a large organization while experiencing the warmth of a small business atmosphere. We take pride in our work and have a passion for positively impacting lives every day.

Recognized by InvestmentNews as a "Best Place to Work for Financial Advisors," Petersen Hastings Wealth Advisors fosters a high-energy, collaborative environment. Our mentoring culture emphasizes excellence, integrity, and a commitment to serving our clients. If you are eager to advance in the financial services sector, appreciate being rewarded for outstanding performance, and are dedicated to meeting the financial needs and aspirations of our clients, we encourage you to consider this opportunity.

Position Summary

The Client Relations Coordinator is an integral member of our internal team, composed of professionals with diverse financial expertise, focusing on investment management and advisory services. This role exemplifies Petersen Hastings' commitment to exceptional service, ensuring the highest level of care for all clients, guests, and team members. As the primary point of contact for client relationships, the Coordinator undertakes a variety of customer service tasks, bringing enthusiasm and dedication to every client interaction, thereby enhancing the overall client experience and assisting clients in achieving their financial goals.

Key Responsibilities
  • Engage in proactive communication with clients, both verbally and in writing.
  • Provide outstanding operational support, troubleshoot issues, organize meetings, and act as a liaison between the team and clients as necessary.
  • Manage client information by preparing reports, submitting necessary documentation, and regularly updating the database.
  • Assist clients with inquiries or requests, redirecting as appropriate.
  • Prepare documentation for new accounts, annuities, terminated accounts, and account transfers, including:
    • Facilitating the completion of client applications and transfer documents.
    • Conducting meetings for client paperwork signing.
  • Maintain a structured system for scheduled client contact, including:
    • Managing the daily calendar and schedule of assigned team members.
    • Overseeing client interactions and ensuring appropriate follow-up in collaboration with Associate Advisors.
    • Composing and generating correspondence and client documents, including spreadsheets and reports.
  • Develop and uphold client relationship management procedures and documentation.
  • Engage in Client Relationship Management (CRM) and Portfolio Management System (PMS) projects.
Qualifications

Education and Experience:

  • High school diploma required.
  • At least 2 years of relevant experience in an administrative support role within the financial services industry.

Skills and Knowledge:

  • A strong service-oriented mindset, attention to detail, flexibility, reliability, and a genuine concern for client satisfaction.
  • Excellent communication skills and follow-through with team members regarding the status of ongoing tasks.
  • Ability to manage multiple requests simultaneously and respond promptly.

Personal Attributes:

  • Commitment to strong ethical values and confidentiality.
  • Ability to present a professional image of oneself and Petersen Hastings to clients and stakeholders.
  • Capability to work effectively under pressure and contribute to broader strategic objectives.
  • Aptitude for building partnerships with internal departments and external organizations with clarity and flexibility.
  • Collaborative spirit, able to work well with others.
About Petersen Hastings Wealth Advisors

Petersen Hastings, with offices in Kennewick and Walla Walla, WA, provides established individuals with clear and personalized visions for their financial futures. Our approach results in a more meaningful wealth management experience, fostering connections between the firm, advisors, and clients.

We achieve this through our proprietary client discovery process, ensuring we act in the best interests of our clients while building a team of exceptional advisors through a culture of shared success.

If you possess the qualities outlined above, we invite you to explore the possibility of joining our team. Petersen Hastings is an equal opportunity employer.

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