Client Service Associate - Kindred Wealth Partners

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.

• 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 and
• Previous experience in the independent financial services culture preferred

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 relatonships with clients and internal partners and influence others without direct control

• 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 experinece in the independent financial services culture preferred

Certificates, Licenses, Registration

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