Financial Panning Client Services Coordinator Position Available In St. Charles, Missouri

Financial Panning Client Services Coordinator 4.0 4.0 out of 5 stars Saint Charles, MO 63304 The Financial Planning Client Services Coordinator is an essential member of the financial planning team, responsible for ensuring exceptional client experiences and seamless administrative support. This role involves maintaining strong client relationships, coordinating between clients and financial advisors, and managing workflows to deliver tailored financial solutions effectively.

Key Responsibilities:

Serve as the primary point of contact for clients, addressing inquiries, scheduling appointments, and maintaining communication throughout the financial planning process. Assist financial advisors in preparing client presentations, reports, and documents, including investment summaries and account updates. Coordinate client onboarding, including gathering necessary documentation, setting up accounts, and explaining the process to clients. Manage and track client service workflows to ensure deadlines are met and quality standards are upheld. Maintain accurate client records in the CRM system, documenting all interactions and updates. Liaise with investment platforms, insurance providers, and other financial institutions to facilitate transactions and resolve client account issues. Conduct routine follow-ups with clients to ensure satisfaction, address changes in financial needs, and offer assistance as required. Support the financial planning team with administrative tasks, including compliance-related requirements and data entry.

Skills and Qualifications:

Strong interpersonal skills with the ability to build positive client relationships and foster trust. Excellent organizational abilities, with a knack for multitasking and managing competing priorities effectively. Proficiency in financial planning software and CRM systems. Basic understanding of financial planning principles, investment products, and services. High attention to detail and strong problem-solving capabilities.

Key Attributes:

Proactive and customer-focused, with a commitment to delivering superior service. A collaborative team player who thrives in dynamic environments. Strong written and verbal communication skills, with professionalism in all client interactions. The candidate will also gain exposure to key marketing activities within the practice, including setting up workshops and seminars within a niche marketplace. This is flexible part-time position of 20 hours/week, position Monday thru Friday. Could become a full-time position.

Job Types:

Full-time, Part-time Pay:

$18.00 – $21.00 per hour

Benefits:

Flexible schedule Professional development assistance

Schedule:

Day shift

Work Location:

In person