Client Experience Coordinator

Are you looking for:

·        A small, but growing local firm?

·        Positive, energetic, and supportive co-workers?

·        Intensive training?

About Our Company:

We are an independent, fee-only financial planning firm serving high-net-worth individuals and families. Our work spans investment management, tax planning, retirement planning, and estate planning.

We build long-term, multi-generational relationships with our clients. Most come to us through referrals, and we take pride in delivering thoughtful, high-touch service.

We are a small team with a collaborative, team-first culture and a focus on doing things the right way.

Position Details:

We have an immediate full-time opening. However, we would certainly accommodate part-time hours until graduation.  

In our firm, the Client Experience Coordinator plays a central role. This person coordinates much of the day-to-day investment trading, paperwork, and money movement. Clients depend upon this person to handle many of their pressing needs: opening accounts, transferring accounts, handling deposits and withdrawals. There is considerable client back-and-forth communication.

We depend upon this person to smoothly integrate a new client into our firm, to help us prepare for client meetings, and to handle post-meeting follow-up tasks.

Under the supervision of our planners, paraplanners, and Chief Operating Officer, specific duties include:

·        Welcoming clients

·        Phone/Scheduling

·        Handling client requests

·        Preparing reports for client meetings

• Opening new client accounts
• Daily reconciliation of client investment accounts
• Placing investment trades
• Managing the incoming transfers of client accounts
• Handling client deposits and withdrawals
• Composing letters to clients, accountants, attorneys
• Preparing reports for client meetings

·        Maintain and order office supplies

·        General clerical tasks

·        Helping us improve our service

A college degree is preferred, but not essential. Most important to us is an individual highly motivated to master (and, perhaps, improve) our systems and procedures. We will train you in the use of our industry-specific software (Tamarac and Advisor Engine). We value someone eager to learn and motivated to tackle challenges. 

Our founder, David, had 40 years’ experience, and mentored our four planners. The planners, Dustin, Michelle, Jeff, and Whitney “came up through the ranks” and work directly with clients. Dustin and Jeff and our Chief Operating Officer, Nicole, are now partners in the firm. All planners are CERTIFIED FINANCIAL PLANNER^TM practitioners.

We wish to continue our growth, but as a small office, company culture is important to us. We seek controlled growth while maintaining exceptional service and a close working environment. Our Client Experience Team is very strong with well-established procedures. This allows the planners to devote most of their time to client issues. 

Our client relationships are consultative, rather than transactional. The intake process encompasses much data gathering and a number of exploratory meetings. We meet on a semi-annual basis thereafter. We nurture strong client relationships.

Qualifications:

Applicants should possess the following:

·        Excellent verbal and written communication skills

·        Proficient in Microsoft Word, Outlook, and Excel

·        Superior organizational ability

·        Extreme attention to detail

Salary and Benefits:

We offer a competitive salary, depending on experience, with these benefits:

·        Health insurance reimbursement plan

·        401(k) eligibility within the first year with a company match

·        A flexible Paid Time Off (PTO) policy

Our Culture:

We are a small team, and every person matters. We value people who take ownership, think critically, and contribute to improving how we operate.

We don’t pretend to have everything figured out — we welcome people who bring ideas and take initiative.

How to Apply:

We conduct a thorough hiring process. It is critical for us to know what you seek in a position, as well as what concerns you might have. Please address the following issues in a brief note to accompany the requested documents:

1.      Describe the person behind the formal resume. Who are you? Where are you headed?

2.      Describe the highlights of your educational experience. Any special activities?

3.      What attracts you to this position?

Please Note: Your resume will not be considered if you neglect to address each of the items above.

Please send us:

·        Your Resume

·        References

·        Answers to our questions

Contact Person:

Nicole Swanson – Chief Operating Officer

Pathways Advisory Group, Inc.

684 W. Cromwell Ave., Suite 103

Fresno, California 93711

nicole@pathwaysag.com

559-431-4700