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Client Service Onboarding Coordinator

2 months ago

Birmingham, Alabama, United States Insight Global Full time

About the Role:

This Client Service Onboarding Specialist will be responsible for ensuring a seamless onboarding experience for our clients. The ideal candidate will have excellent organizational skills, be able to build strong relationships with clients and prospects, and have a strong attention to detail.

Key Responsibilities:

  • Prepare all necessary paperwork and financial roadmaps prior to client meetings.
  • Utilize various software and websites to obtain client and product information.
  • Respond to client service inquiries in a friendly and professional manner.
  • Track account openings and money movement, and resolve any issues promptly and thoroughly.
  • Input detailed notes into our CRM system and keep records up to date.
  • Coordinate and follow up on client transfers, contributions, and distributions.
  • Prepare servicing documents, communicate with clients to obtain signatures and/or supporting documents, review prior to submission, and follow the process through to ensure completion.
  • Prepare client files for upcoming appointments, and process meeting follow up items.
  • Maintain professional communication with clients and staff.
  • Assist with client update reports and mailings.
  • Assist in setting client appointments for our Advisors.
  • Cross train to assist with existing client workflows.

Requirements:

  • Associates Degree or higher preferred.
  • Financial industry experience required.
  • 2+ years working alongside a Financial Advisor in a fast-paced office environment preferred.
  • Experience with MS Office Suite and the ability to learn new software quickly.
  • Strong organizational skills and ability to learn quickly.
  • Strong attention to detail and accuracy.
  • Willingness to obtain Series 65 license and AL Life and Health Insurance License (will be paid for by the company).

Benefits:

  • Medical, dental, and vision insurance.
  • HSA, FSA, and DCFSA account options.
  • 401k retirement account access with employer matching.
  • Paid sick leave and/or other paid time off as provided by applicable law.