What are the responsibilities and job description for the Client Care Coordinator position at FIG Talent Solutions?
FIG Talent Solutions is seeking a highly motivated Client Care Coordinator to join our team. As a Client Care Coordinator, you will be responsible for supporting our Advisors in preparing Client files with critical and pertinent financial planning information.
This role involves working closely with Clients, both independently and as part of a team. Key responsibilities include:
- Preparing financial summaries, analysis, and plans for Clients
- Preparing for upcoming client appointments
- Ensuring files are prepared for the Client Care Team and Advisor in advance of all Client meetings
- Coordinating all paperwork needs and information for Client meetings with the Client Care Team
- Following up on all action items in a timely and thorough manner
- Conducting research as necessary on a case-by-case basis
- Assisting in maintaining files and incoming calls to ensure proper hand-off
- Maintaining and updating regularly and as needed all policies and procedures applicable to Paraplanning and Client Care work
We are looking for candidates with Series 65 licenses and at least three years of experience in the finance industry.
