Title: Client Service Coordinator
Reports To: Client Service Manager
Status: Full-Time; Monday-Friday, 8:30am-5:00pm
Salary: $50,000 – $65,000 depending on experience
Job Summary
We are currently looking for someone with great personality, exceptional client service, and the willingness to learn in a fast-paced environment. We are a small firm where everyone has a strong work ethic, passion for our jobs, and deep care for our clients. We offer top of the line service and have fun while doing it.
Duties and Responsibilities
- Put clients’ interest first.
- Provide amazing service to our clients.
- Assist clients and advisory team with all non-advisory questions and paperwork, such as processing forms, opening accounts, moving money, changing beneficiaries, and more.
- Prepare information for client financial review meetings, such as savings progress, required minimum distribution status, charitable giving history, and more.
- Maintain Client Relationship Management (CRM) database for sorting, reporting, scheduling, and marketing purposes.
- Update CRM database following client financial review meetings to ensure all tasks are properly assigned to team members.
- Track client service issues and new business transactions in progress.
- Create and update new operational procedures and workflows.
- Answer phone calls as needed.
Qualifications
- Over five years of work experience
- Strict confidentiality of clients’ information
- Incredible attention to detail
- Strong organizational skills
- Efficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Willingness and desire to learn new technologies
Benefits
- Comprehensive medical, dental, vision, prescription, and life insurance. 100% paid by the company.
- 401(k) retirement plan with 3% automatic company contribution after six months of service.
- Paid Holidays: We are closed every day the New York Stock Exchange is closed.
- Paid Time Off: Unlimited, after 90 days of employment.
- Paid Pregnancy Leave: Up to 12 weeks of paid leave.
- Paid Sabbatical: Up to four consecutive weeks, after five years of service.
- Paid professional development, such as advanced designations and annual conferences.
About Hurlow Wealth Management Group
Hurlow Wealth Management Group is a small, collaborative team of financial planners, portfolio managers, and operations/administrative staff focused on helping our clients achieve their financial goals. We offer a clear, realizable career path for our employees based on measurable performance objectives. We provide training, mentorship, and educational opportunities, with a preference of promoting from within our talent pool. At Hurlow Wealth Management Group, we combine talented staff with industry-leading technology to offer our clients a superior experience.
