What are the responsibilities and job description for the Client Onboarding Coordinator position at Marchfwd, LLC?

Job Description

Salary : Depending on Experience

We are pleased to announce an opening for the position of Client Onboarding Coordinator to join our team at March, a financial services firm specializing in comprehensive financial planning and wealth management. In this pivotal role, you will significantly contribute to enhancing our client onboarding initiatives. Your enthusiasm and organizational skills will be essential as you manage various tasks aimed at streamlining the onboarding process and ensuring client satisfaction. You will collaborate closely with both internal teams and external partners, playing a critical role in ensuring that every detail is meticulously addressed for investment and insurance products. If you thrive in a lively environment, enjoy taking the initiative, love solving problems, and work well with others, we would love to hear from you!

Key Responsibilities

Oversee the client onboarding process from the initial interaction through to the funding of their account.
Facilitate communication between advisors, clients, and external partners to ensure aligned efforts
Collaborate with advisors to facilitate the opening of client accounts.
Frequent work within Salesforce and Redtail CRM
Compile, finalize, and process all documentation related to the establishment of new accounts.
Request proposals, illustrations, and any necessary reports for accounts / policies
Follow-up with carriers regarding any NIGO (not-in-good-order) flags
Track insurance approval process

Requirements

Minimum of 4 years of experience in a business coordination, client service, or administrative role, preferably in financial services

Experience with Salesforce or similar business submission software

Working knowledge of financial services industry and regulations preferred (FINRA, SIPC)

Working knowledge of life and disability insurance preferred

Ability to manage multiple priorities and work in a fast-paced environment

A proactive approach to problem-solving and willingness to take initiative

A team player with a positive attitude and the ability to work collaboratively

Due to the sensitive and confidential nature of some tasks, must be able to follow compliance requirements and maintain confidentiality of client data

Benefits :

15 PTO days per year (increases each year of employment)

Health benefits, including dental and vision

401(k) with company match

Annual bonus

Hybrid (in office M-Th, work from home Friday). Our operating hours are 8 : 30am to 5pm.

March | marchfwd.com | 484.734.9050

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