Wealth Coordinator Financial Firm St. Louis, MO

Saint Louis, MI - USA

Yearly Salary: USD 1 - 2

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Wealth Coordinator

Are you looking for an opportunity to utilize superior client service skills and work as a liaison between our Operations Financial Planning Departments and New Business This role plays a fundamental part in supporting our Advisors through the 5 meeting Consultative Process.

A financial firm located in St. Louis MO area is seeking a full-time Wealth Coordinator. Candidate must exhibit strong time management skills attention to detail with a pleasant phone presence with excellent listening skills and the ability to build rapport with prospective clients. Were looking for a professional and personable candidate that builds positive relationships easily.

Minimum Requirements:

The desire to work long-term in the financial industry
1-2 years of office experience in a fast-paced environment
Industry knowledge/experience preferred
Experience with MS Office Suite and the ability to learn new software quickly

This position requires that you possess the following skills:

Effective communication with clients advisors and staff members
Significant familiarity with financial markets with strong understanding of the firms investment philosophy
Keeps an organized account of client needs and objectives
Ability to prioritize and work in a deadline driven environment
Effective and efficient time management
Significant understanding of operational policies and procedures

Position Responsibilities:

Prior to client meetings check files and confirm all documents are in folder for meeting
Greet clients and engage in brief conversation while escorting them to the conference room
Take detailed notes during meeting and update/add meeting actions in a timely manner
Prepare Rollover Analysis for each new qualified account transition determine clients best interest and obtain Advisor approval
When applicable prepare compliance forms during initial recommendation of insurance product
Familiarize yourself with our Four Bucket Strategy for investment expectations
Act as a liaison and first point of contact between different departments to ensure a seamless transition to Wheelhouse
Resolve and handle client concerns and issues within 1-2 business days
Document CRM system with notes and client communication
Proactively identify and resolve prospective client pain points while delivering exceptional customer service

Salary:

$60000

Benefits:

Health Insurance
PTO
Simple IRA
Discretionary Bonus

Hours:

8am-4pm M-F (On-site)

Presented by Advisor Employee ServicesThank you for your interest in the Marketing Coordinator role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!

Required Experience:

Wealth CoordinatorAre you looking for an opportunity to utilize superior client service skills and work as a liaison between our Operations Financial Planning Departments and New Business This role plays a fundamental part in supporting our Advisors through the 5 meeting Consultative Process.A finan...

Wealth Coordinator

Minimum Requirements:

The desire to work long-term in the financial industry
1-2 years of office experience in a fast-paced environment
Industry knowledge/experience preferred
Experience with MS Office Suite and the ability to learn new software quickly

This position requires that you possess the following skills:

Effective communication with clients advisors and staff members
Significant familiarity with financial markets with strong understanding of the firms investment philosophy
Keeps an organized account of client needs and objectives
Ability to prioritize and work in a deadline driven environment
Effective and efficient time management
Significant understanding of operational policies and procedures

Position Responsibilities:

Prior to client meetings check files and confirm all documents are in folder for meeting
Greet clients and engage in brief conversation while escorting them to the conference room
Take detailed notes during meeting and update/add meeting actions in a timely manner
Prepare Rollover Analysis for each new qualified account transition determine clients best interest and obtain Advisor approval
When applicable prepare compliance forms during initial recommendation of insurance product
Familiarize yourself with our Four Bucket Strategy for investment expectations
Act as a liaison and first point of contact between different departments to ensure a seamless transition to Wheelhouse
Resolve and handle client concerns and issues within 1-2 business days
Document CRM system with notes and client communication
Proactively identify and resolve prospective client pain points while delivering exceptional customer service

Salary: