What are the responsibilities and job description for the Wealth Coordinator / Service Team Member position at Get It - Finance?
Job Overview
Join our esteemed service team dedicated to empowering retirees and pre-retirees in achieving financially secure and fulfilling lifestyles. As a pivotal member of our organization, you will ensure the establishment of enduring relationships with clients following the creation of financial plans by our Wealth Planners and their implementation by our Onboarding Team.
Key Responsibilities
This role provides a unique pathway for professional development, inviting you to obtain your Series 65 securities exam certification, which will enable you to progress towards a Wealth Coordinator role with greater responsibilities.
Company Culture And Values
Our service team is built on the foundation of trust, emphasizing speed and precision in fulfilling client needs to foster lasting relationships between clients and advisors. We pride ourselves on a collaborative and supportive work environment.
Networking And Professional Opportunities
Be part of a dynamic team where you will have the opportunity to expand your professional network, develop valuable skills, and engage in collaboration that enhances your career trajectory.
Employment Type: Full-Time
Join our esteemed service team dedicated to empowering retirees and pre-retirees in achieving financially secure and fulfilling lifestyles. As a pivotal member of our organization, you will ensure the establishment of enduring relationships with clients following the creation of financial plans by our Wealth Planners and their implementation by our Onboarding Team.
Key Responsibilities
- Manage service requests, addressing client inquiries and processing changes regarding beneficiaries or allocations.
- Prepare for review meetings while collaborating closely with custodians and financial institutions to assist in asset management and transitions stemming from client discussions.
- Develop a thorough understanding of investment plans crafted by Wealth Planners and the integration of various investments within client portfolios.
- Ensure timely and accurate submission of client data, maintaining exceptional attention to detail.
- Regularly engage with clients to address inquiries, concerns, and requests via both phone and in-person interactions.
- Previous experience in finance or related fields is an asset.
- Familiarity with investment products and services is highly advantageous.
- Strong rapport-building skills to ensure clients feel supported and valued.
- Exceptional analytical and critical thinking abilities.
- Outstanding written and verbal communication skills.
- Moderate proficiency in Microsoft Office for effective documentation and communication.
- If you possess a Series 65 certification, you will be eligible for a more accelerated advancement to the Wealth Coordinator position, allowing you to lead client review meetings and implement resultant actions.
This role provides a unique pathway for professional development, inviting you to obtain your Series 65 securities exam certification, which will enable you to progress towards a Wealth Coordinator role with greater responsibilities.
Company Culture And Values
Our service team is built on the foundation of trust, emphasizing speed and precision in fulfilling client needs to foster lasting relationships between clients and advisors. We pride ourselves on a collaborative and supportive work environment.
Networking And Professional Opportunities
Be part of a dynamic team where you will have the opportunity to expand your professional network, develop valuable skills, and engage in collaboration that enhances your career trajectory.
Employment Type: Full-Time
