Client Service Coordinator - Kindred Wealth Partners

Kestra Financial Independent Advisor; Sewickley (Allegheny County); On-site; USD 10,000 - 60,000; Full time

Job summary

An established industry player is seeking a Client Service Coordinator to enhance client experiences and support Financial Advisors. This role involves managing administrative functions, client interactions, and ensuring compliance with operational procedures. The ideal candidate will possess strong organizational skills and a background in financial services, enabling them to contribute effectively to a dynamic team. If you thrive in a fast-paced environment and enjoy building relationships, this opportunity is perfect for you to make a significant impact in the financial sector.

Qualifications

• 2+ years in financial services with understanding of broker/dealer operations.
• Advanced computer skills are essential, especially in MS Office.

Responsibilities

• Support Financial Advisors with administrative functions for a large book of business.
• Manage client interactions, appointment scheduling, and correspondence.

Skills

Customer Service

Time Management

Attention to Detail

Communication Skills

Organizational Skills

Relationship Building

Education

Bachelor’s degree in a business-related field

Tools

CRM software

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

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.
• 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 relationships 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 experience in the independent financial services culture preferred.

Certificates, Licenses, Registration:

Series 7 and 65/66 preferred (or ability to obtain).