What are the responsibilities and job description for the Client Relationship Coordinator position at Financial Architects, Inc.?
Job Description
Job Description
At Financial Architects, Inc., we are leading the financial services industry through our mission of helping people live a life of freedom by simplifying the complexity of money decisions. Our people and our strong culture are the keys to our firm's success!
We are seeking a Client Relationship Coordinator to join our team for a full-time, in-person position. You will be the primary point of contact with our clients and support them while they work with our team in the Financial Architecture process. The ideal candidate will have administrative experience in the industry or a strong understanding of financial planning principles and practices. This position requires excellent communication and people skills, as well as the ability to work efficiently and effectively while coordinating multiple tasks.
Daily responsibilities will vary, but may include :
- Organize, manage & track multiple, detailed tasks / workflows and assignments in a fast paced work environment, including client onboarding and various ongoing account servicing transactions
- Coordinating & scheduling regular client meetings with advisors & meeting preparation, including data collection and organization.
- Work closely with the advisors and clients to assist with their account / policy service needs. (Account distributions, policy loans, beneficiary / ownership changes, distributions, reports, etc.).
- Ensure client information requests are responded to quickly and effectively.
- Professionally handle and resolve issues with tact, compassion, and a positive attitude.
- Maintain CRM database for current & accurate client records
- Participation in establishing & developing processes to ensure efficient and timely workflows, with special regards to compliance and risk factors for the firm.
Required Skills :
An active Life and Health Insurance License and / or a Series 65 Securities license are ideal, but not required.
Base salary plus quarterly bonus structure is determined based on skills & previous experience. Benefits include medical, long term disability, life insurance, and 401(k) with a match, paid vacation / personal days, paid major holidays. Dental / Vision plans are available.