Client Service Associate - Kindred Wealth Partners

The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.
Essential Duties and Responsibilities:
Supports Financial Advisor/Operations Director of a large book of business including handling all administrative functions for Financial Advisors and the firm
Regular client interaction including appointment scheduling and correspondence;
answer all incoming calls and direct/take messages appropriately and according to firm guidelines
Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
Process, submit, and service all account paperwork/requests;
follow through to completion utilizing paperless procedures (including eSignature) where available
Deposit checks received and maintain check blotter in adherence to compliance guidelines
Maintain client information in CRM database
Manage and update mailing lists for birthdays, holidays, and firm marketing efforts
Order supplies for office and act as point of contact for any infrastructure requests
Other duties as assigned by Senior Client Service Associate
Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
Strong time management and organizational skills;
able to work independently and effectively manage multiple tasks at once
Ability to build relationships with clients and internal partners and influence others without direct control
The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and
Previous experience in the independent financial services culture preferred
Supervisory Responsibilities:
None Knowledge, Skills, and/or Abilities
Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
Excellent communication skills, both verbally and in writing
Strong time management and organizational skills;
able to work independently and effectively manage multiple tasks at once
Ability to build relatonships with clients and internal partners and influence others without direct control
Education and/or Experience - Bachelor’s degree in a business-related field preferred
The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to:
equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Previous experinece in the independent financial services culture preferred
Certificates, Licenses, Registration
- Series 7 and 65/66 preferred (or ability to obtain)