Financial Services Coordinator

1 week ago


Ellicott City, Maryland, United States HWA Financial Group Full time
Job Title: Client Relationship Associate

HWA Financial Group is a leading financial planning and investment advisory firm dedicated to providing exceptional wealth management and investment consulting services to individuals and institutions.

Job Summary

This is an exciting opportunity for a motivated and detail-oriented individual to join our team as a Client Relationship Associate. In this role, you will play a vital part in supporting our client account management team, ensuring seamless communication and exceptional client service.

Key Responsibilities

  • Prepare and deliver high-quality client reports, maintaining accurate and up-to-date client information.
  • Administer client data gathering and maintenance, ensuring timely and efficient processing.
  • Schedule client meetings and respond to administrative client queries, providing exceptional customer service.
  • Collaborate with advisors to deliver superior client service, troubleshooting problems and serving as a liaison as needed.
  • Manage client relationships, both individual and institutional, providing tailored support and guidance.
  • Assist in preparing for client meetings, including agenda development, investment reports, and financial analyses.
  • Support back-office tasks and contribute to team marketing efforts.

Requirements

  • Highly organized with exceptional attention to detail and ability to support multiple advisors.
  • Proficiency in Microsoft Office, CRM software, and Excel.
  • Excellent written and verbal communication skills, with a client-first attitude.
  • Team player with a collaborative mindset, able to work effectively with others.
  • Desire to work in a dynamic, fast-paced environment with opportunities for growth and development.

What We Offer

  • Competitive salary and bonus structure.
  • Comprehensive benefits package, including health insurance and profit sharing.
  • Opportunities for professional accreditation and continuing education.


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