Client Relations & Operations Coordinator

Maquoketa Area Chamber of Commerce; Maquoketa (IA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health Insurance

Retirement Plan (401k) - company match

Paid Time Off (PTO)

Holidays - 10 Observed

Job summary

Maquoketa Area Chamber of Commerce seeks a Coordinator to support Financial Advisors by managing securities-related processes, maintaining client records, and assisting with client service and compliance. The role emphasizes accurate data handling, reporting, and proactive communication to support advisor teams.

The position involves drafting client materials, coordinating with partners, and contributing to outreach and relationship-building efforts while adhering to regulatory requirements.

Qualifications

• Associate Degree: 2-4 year’s experience and/or training; or equivalent combination of education and experience.
• Computer proficiency. Microsoft Office products.

Responsibilities

• Maintains client database records and Laserfiche files; keeps information accurate and up to date.
• Prepares and maintains accurate client review materials for new and existing accounts.
• Processes securities and related business; coordinates documentation with partners.
• Logs, tracks, and reports transactions per Broker Dealer requirements and internal procedures.
• Provides professional client service; answers questions and assists with requests.
• Reviews client files to ensure completeness and compliance with policies and regulations.
• Supports client communications and relationship-building activities, including outreach and events.
• Performs other duties as assigned.

Skills

Accuracy

Organizational skills

Communication skills

Customer service

Word and Excel proficiency

Education

Associate Degree or equivalent experience

Microsoft Office proficiency

Tools

Laserfiche

Document management systems

CRM systems

Job description

Maquoketa Area Chamber of Commerce seeks a Coordinator to support Financial Advisors by managing securities-related processes, maintaining client records, and assisting with client service and compliance. The role emphasizes accurate data handling, reporting, and proactive communication to support advisor teams.

The position involves drafting client materials, coordinating with partners, and contributing to outreach and relationship-building efforts while adhering to regulatory requirements.