Client Service Coordinator - Kindred Wealth Partners

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Job description

The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.

Essential Duties and Responsibilities: Supports Financial Advisor/Operations Director of a large book of business including handling all administrative functions for Financial Advisors and the firm

Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines

Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation

Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

Deposit checks received and maintain check blotter in adherence to compliance guidelines

Maintain client information in CRM database

Manage and update mailing lists for birthdays, holidays, and firm marketing efforts

Order supplies for office and act as point of contact for any infrastructure requests

Other duties as assigned by Senior Client Service Associate

Advanced computer skills (Outlook, Word, Excel and Power Point) are essential

Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once

Ability to build relationships with clients and internal partners and influence others without direct control

The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and

Previous experience in the independent financial services culture preferred

Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities

Advanced computer skills (Outlook, Word, Excel and Power Point) are essential

Excellent communication skills, both verbally and in writing

Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once

Ability to build relatonships with clients and internal partners and influence others without direct control

Education and/or Experience • Bachelor's degree in a business-related field preferred

The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Previous experinece in the independent financial services culture preferred

Certificates, Licenses, Registration

• Series 7 and 65/66 preferred (or ability to obtain)

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