Wealth Coordinator

Wealthquest; Cincinnati (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

Wealthquest is looking for an experienced Wealth Coordinator in Cincinnati, OH. This role involves providing exceptional service to high-net-worth clients and supporting Wealth Advisors by coordinating compliance and paperwork.

The ideal candidate will have a 4-year degree, 5+ years of customer service experience, and proficiency in various software tools. Strong organizational skills and the ability to communicate effectively are essential. Join our dynamic team to make a difference in clients' financial journeys.

Qualifications

• 5+ years of customer service experience; RIA or brokerage experience preferred.
• Proficient with Windows, Excel, and Outlook; must adapt to new technologies.
• Exceptional client service and organizational skills.

Responsibilities

• Onboard new clients by coordinating compliance paperwork.
• Act as the primary point of contact for existing clients.
• Prepare reports and client information for appointments.

Skills

Customer service

Attention to detail

Critical thinking

Communication skills

Organizational skills

Education

4-year degree or equivalent industry experience

Tools

Windows

Excel

Outlook

Word

CRM applications

Charles Schwab

DocuSign

Job description

Wealthquest Corporation seeks an experienced Financial Services Professional for our Wealth Coordinator position in our Cincinnati, OH location. The Wealth Coordinator works directly with our high-net-worth client base and supports our Wealth Advisors as part of a team.

Responsibilities:

You will provide excellent service and care for our clients as part of a team with your assigned advisors. Regular activities include the following:

• Onboarding new clients by coordinating compliance and account paperwork required and assigning tasks to our back office support area to get paperwork completed
• Acting as the primary point of contact for existing clients who have service needs or other questions and subsequently providing the service requested or coordinating with the advisor or other staff to meet their needs.
• Preparing reports and client information forms for in-office and virtual appointments with advisors.
• Proactively reaching out to clients to encourage their engagement with our investment, financial planning, tax, estate, and insurance professionals.
• Maintaining excellent records of interactions with clients and other staff as well as service provided using our CRM system to ensure compliance with all appropriate regulations.
• Communicating with brokerage firm custodians and other outside business entities to coordinate services for clients
• Providing support for clients going through life-changing events - births, deaths, job loss, retirement - and coordinating services as appropriate.

Requirements:

• 4-year degree or equivalent industry experience
• 5+ years of customer service experience; RIA or brokerage experience preferred; other financial services experience considered
• Proficient with Windows, Excel, Outlook, and Word and a high level of comfort with technology. An ability to adapt and learn new technologies is a must. Experience with a CRM, Charles Schwab, and DocuSign are all beneficial.
• Critical thinking, attention to detail, and multi-tasking skills
• Ability to successfully communicate both orally and in writing with different people across the spectrums of age, communication style, and geography
• Exceptional client service and organizational skills
• Ability to keep a high level of confidentiality
• Desire to work in an in-person team environment