What are the responsibilities and job description for the Financial Services Coordinator position at Martinelli Financial Services?
About Us
Martinelli Financial Services is a boutique independent firm dedicated to providing personalized financial solutions to our clients. With a rich history of excellence, we pride ourselves on delivering top-notch service, expertise, and commitment to our community.
The Opportunity
As a Client Services Associate, you will play a vital role in helping our financial advisors build strong relationships with clients, while driving business growth and expansion. This exciting opportunity offers the chance to develop your skills, knowledge, and experience in a dynamic and supportive environment.
• Manage client interactions, including phone calls, emails, and in-person meetings, ensuring exceptional customer service
• Assist financial advisors with account opening, onboarding, and maintenance
• Conduct thorough research on client information, utilizing internal databases and technology
• Maintain accurate records, track transactions, and update client documentation
• Collaborate with cross-functional teams to achieve business objectives and drive results
Qualifications
• Bachelor's degree or equivalent experience
• Strong analytical and problem-solving skills, with the ability to work effectively in a fast-paced environment
• Proficiency in Client Relationship Management (CRM) software and other relevant technologies
• Series 7, 63, and 65 licenses preferred, but not required
Benefits
We offer a comprehensive benefits package, including a bonus structure, retirement plan, health insurance, and hybrid schedule. Our goal is to provide a supportive and inclusive work environment that fosters personal and professional growth. Join our team and discover the rewards of working with a dynamic and innovative financial services firm.
Martinelli Financial Services is a boutique independent firm dedicated to providing personalized financial solutions to our clients. With a rich history of excellence, we pride ourselves on delivering top-notch service, expertise, and commitment to our community.
The Opportunity
As a Client Services Associate, you will play a vital role in helping our financial advisors build strong relationships with clients, while driving business growth and expansion. This exciting opportunity offers the chance to develop your skills, knowledge, and experience in a dynamic and supportive environment.
• Manage client interactions, including phone calls, emails, and in-person meetings, ensuring exceptional customer service
• Assist financial advisors with account opening, onboarding, and maintenance
• Conduct thorough research on client information, utilizing internal databases and technology
• Maintain accurate records, track transactions, and update client documentation
• Collaborate with cross-functional teams to achieve business objectives and drive results
Qualifications
• Bachelor's degree or equivalent experience
• Strong analytical and problem-solving skills, with the ability to work effectively in a fast-paced environment
• Proficiency in Client Relationship Management (CRM) software and other relevant technologies
• Series 7, 63, and 65 licenses preferred, but not required
Benefits
We offer a comprehensive benefits package, including a bonus structure, retirement plan, health insurance, and hybrid schedule. Our goal is to provide a supportive and inclusive work environment that fosters personal and professional growth. Join our team and discover the rewards of working with a dynamic and innovative financial services firm.
