Client Service Coordinator (Wealth)

Client Service Coordinator

To demonstrate a servant's heart to KFG's clients and the firm by providing timely, considerate, and professional service. To build trust with clients and team members and add referable value in KFG's relationship with its clients.

Goals and Standards

• Advisor and client service coordinator emails are checked no less than four times daily
• All phone calls and emails are responded to the same day if received prior to 3:00pm. Responded to by 10:00am the following day if received after 3:00pm
• Advisor calendars are managed to ensure that all clients are met with according to their level of service
• Needs Analysis Meetings are scheduled with the right advisor based on prospect source and complexity
• Opportunities and Financial Planning fees (expected, outstanding, and collected) for Financial Planning Team are tracked and managed

Top Responsibilities

• Client communications
• Needs Analysis Meeting scheduling
• Manage financial advisors' calendars
• Coordinate JT meetings with internal/external professionals
• Financial Planning Fee and Opportunity management

Responsibilities and Tasks

• Monitor Financial Advisor(s) email inbox, voicemail, and incoming client phone calls to identify and respond to client service related correspondence from clients
• Manage Financial Advisor(s) calendars, schedule and reschedule client appointments, conference calls, and web meetings
• Coordinate joint client meetings with other professionals (i.e. elder law attorney, etc.)
• Manage the Estate Planning execution process (including scheduling with attorney, assigning notaries and witnesses)
• Track Opportunities and Financial Planning fees (expected, outstanding, and collected) for Financial Planning Team
• Prepare financial planning fee, and other, invoices and agreements for client meetings
• Updating the appointment template to reflect current financial planning fee status
• Serve as back-up to ICs (over-flow and out of office)

Required Education, Skills, and Character Traits

• Bachelor's degree from an accredited college or university
• Financial industry experience preferred, but not required
• Willingness to pursue industry credentials
• Strong written and verbal communication skills
• Significant computer and software training or experience (i.e. Microsoft Office, CRM Software, and QuickBooks)
• Above average typing skills
• Above average math skills and analytical abilities
• Must be well organized with time, resources, physical office space, and client documents/information, detail oriented, and be able to manage a large workload
• Must be intrinsically motivated and able to work individually with little direction
• Must be a team player and able to collaborate with team members and financial professionals from other firms
• Comfortable interacting with clients via telephone, email, video conferencing, or face-to-face
• History of prudent management in personal finances
• Must be coachable, goal oriented, grasp concepts quickly, able to work in a fast-paced environment, embrace change, and have a strong desire to learn and grow in the financial services industry
• Must have a desire to pursue professional development