Client Service Coordinator - Wealth Management

Position Mission Statement 

To demonstrate a servant’s heart to KFG’s clients and the firm by providing timely, considerate, and professional service.  To build trust with clients and team members and add referable value to KFG’s relationship with its clients.  

Responsibilities and Tasks 

• Monitor Financial Advisor(s) email inbox, voicemail, and incoming client phone calls to identify and respond to client service-related correspondence from clients.
• Manage Financial Advisor(s) calendars, schedule client appointments, conference calls, and web meetings.
• Conduct qualifying conversations with prospective clients. 
• Schedule initial consultations with prospective clients and appropriate Financial Advisor based on prospect source and complexity.
• Coordinate joint client meetings with other professionals (i.e., estate planning attorney, elder law attorney, etc.).
• Respond to client service requests. 
• Preparation of Financial Planning Agreements and Invoices. 
• Provide back-up coverage for reception staff, as needed. 
• Processing of client payments.
• Scanning of client appointment documents, paperwork, etc.
• Manage and update Client Service processes, as needed. 
• Performs other duties as required. 

Required Skills and Abilities 

• Strong written and verbal communication skills.
• Significant computer and software training or experience (i.e. Microsoft Office, CRM Software, etc.).
• Above average typing skills.
• Must be well organized with time, resources, physical office space, and client documents/information, detail oriented, and be able to manage a large workload.
• Must be intrinsically motivated and able to work individually with little direction.
• Must be a team player and able to collaborate with team members and financial professionals from other firms.
• Comfortable interacting with clients via telephone, email, video conferencing, or face-to-face.
• Must be coachable, goal oriented, grasp concepts quickly, able to work in a fast-paced environment, embrace change, and have a strong desire to learn and grow in the financial services industry.

Education and Experience 

• Bachelor’s degree from an accredited college or university preferred.
• Two to three years of financial industry experience preferred.

 Physical Requirements 

• Prolonged periods of sitting at a desk and working on a computer.