Senior Client Relations Coordinator

2 months ago

Houston, Texas, United States Linscomb Wealth Full time
Position Title: Senior Client Relations Coordinator

Reports To: Wealth Advisor Team Lead

FLSA Status: Exempt

Department: CLTSRV

Overview

The Senior Client Relations Coordinator (Senior CRC) exhibits a superior level of expertise in all Client Relations Coordinator responsibilities, collaborating with both new and established client partnerships, as well as internal Linscomb Wealth (LW) team members. Senior CRCs act as a role model and mentor for the entire Client Relations team, providing training, support, and leadership on CRC practice standards and more intricate client scenarios. Senior CRCs proactively engage clients and LW professionals, working closely with the LW Operations and Wealth Advisory teams, ensuring exceptional service at all times.

Client Responsibilities
  • Facilitates the opening and servicing of portfolio accounts as requested by Wealth Advisors.
  • Participates in client meetings as necessary.
Team Responsibilities
  • Sets a strong example for the Client Relations Team, establishing a high standard for proactive client engagement.
  • Offers mentorship, guidance, and training for team members, assisting the Client Relations Manager as needed to further develop team members and best practices.
  • Champions firm and team policies, procedures, and best practices, ensuring an efficient service model for clients and the firm.
  • Engages in available custodial, firm, and third-party training and continuing education programs to maintain superior knowledge for addressing complex client situations.
  • Collaborates closely with LW Wealth Advisors to manage daily client service needs of new and existing LW clients.
  • Handles incoming client communications, determining the appropriate response and coordinating with the assigned Wealth Advisors and other LW team members as necessary.
  • Works with Wealth Advisors and Operations teams to facilitate new account documentation and management agreements.
  • Interacts with firm custodians and other client professionals to complete service-related tasks.
  • Prepares client communications and generates various reports as needed.
  • Compiles and distributes internal management reports for the Client Relations Manager or firm management as required.
  • Assists or manages complex client situations, including accounts with multiple layers of engagement, exercising professional expertise and judgment.
  • Available for mentoring and training, providing assistance in client situations requiring advanced experience and technical knowledge.
  • Collaborates with the Client Relations Manager to develop and evaluate team practice standards, ensuring efficiency and accuracy in the team's work.
  • Actively participates in team meetings, leading discussions on practice standards and client engagement.
  • Engages with the Client Relations Manager and other LW team members on routine custodial calls and meetings, ensuring service standards are met.
Firm Responsibilities
  • Understands and supports the firm's vision, mission, and strategic objectives.
  • Aligns with department goals, priorities, and timelines, working in conjunction with firm objectives.
  • Fosters a strong team culture characterized by communication, collegiality, and excellent service.
  • Stays informed of LW firm policies, team practice standards, financial markets, and developments impacting LW and its clients.
  • Complies with all firm HR and Compliance policies.
Qualifications
  • Bachelor's degree (B.A. or B.S.) from an accredited institution, preferably in business, finance, or a related field.
  • No specific certificates or licenses required.
Experience Requirements
  • A minimum of seven years of experience in Client Service.
  • Prior experience with custodial platforms.
  • Proficient in Microsoft 365 (Word, Excel, Outlook, PowerPoint).
  • Experience with CRM databases and financial industry software.
  • Demonstrated stable work history.
Required Skills
  • Proactive approach and strong work ethic.
  • Excellent organizational abilities.
  • Capability to multi-task, prioritize, and meet deadlines.
  • Professional demeanor and appearance.
  • Ability to collaborate effectively within the Client Relations team and with other departments.
  • High attention to detail and timely follow-through.
  • Strong verbal and written communication skills.
Supervisory Responsibilities
  • Reviews, mentors, and trains team members.
  • Assists and guides the team with complex client situations.
  • Provides consultation and recommendations to the Client Relations Manager and internal teams.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

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