Demo

Client Services Coordinator

Kincaid Retirement & Wealth Management, LLC
Greenville, NC Full Time
POSTED ON 2/17/2025
AVAILABLE BEFORE 5/15/2025

Role Details

  • Prepare, process, submit and track new client business
  • All applications / paperwork for new accounts
  • All service request paperwork (withdrawals, transfers, MoneyLink, start income, acct changes, bene updates, name changes, address changes)
  • Email Advisory Docs to appropriate clients
  • Email Special Tax Notice ahead of RO CALLS
  • Run monthly AUM out report in Orion
  • Answer phones and provide customer service needed or refer action to Team
  • Order Supplies : FSI / Salle Law / Costco / SAMs
  • Prepare “stack-up” for next day’s appointments, including : printing statement(s), adding RT note for ADVISORY DOCUMENTS emailed and add sales to tracker, and promptly re-filing all client files following appointment
  • Greet Clients / Prospects; offer coffee or water; seat in conference room per Advisor
  • Check stock of coffee / creamer / sweetener / cups / napkins / bottled water (3 types) / chocolates
  • Mail or Ship as needed : Birthday Cards, Reminder Postcards, Thank You Notes, and Get Well or Sympathy Sentiments / Gifts
  • Create New Client Folders for AUM / FIA / LIFE
  • Receive direction from advisor and other team members on tasks that need to be executed for the office as a whole or for individual clients

Applicant Characteristics

  • Knowledge of financial / insurance product landscape
  • Detail-oriented; values organization
  • Enjoys autonomy, can prioritize tasks based on client need and advisor direction
  • Ability to thrive in a fast-paced, high-volume environment
  • Requirements

  • College Education
  • Attention to Detail, Organized, Well-Spoken
  • Proficient in Microsoft Office programs, Google Docs, DocuSign, Quikforms
  • Preferred Requirements

  • 3-5 years work experience
  • Knowledge of financial landscape, including holding insurance and / or securities licenses
  • Knowledge of Redtail CRM and other financial management software
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