Client Service Coordinator - Westport, MA

Financial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP® and located in Westport, Massachusetts.  Our firm has the ability to deliver a broad range of financial services to help solve the needs of clients and help accomplish their goals.

Summary

The Client Service Coordinator 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/Senior Client Service Associate 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 CFP®

Knowledge, Skills, and/or Abilities

• Advanced computer skills (Outlook, Word and Excel) 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 relationships with clients and internal partners

Education and/or Experience

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: mutual funds, equities, annuities, insurance, managed accounts and various account registration types

• Previous experience in the independent financial services culture preferred.
• Previous college level experience in Economics and Finance a Plus

Requirements

Salesforce, Redtail or CRM, Microsoft Office, Phone Etiquette

Benefits

PTO, competitive pay, retirement benefits after 1 year.