Financial Relationship Coordinator

Client Relationship Coordinator

Are you a highly organized and client-focused individual with a passion for the financial services industry? Do you thrive in a fast-paced environment and enjoy building strong relationships?

A well-respected financial architecture firm in Farmington, Michigan, is seeking a dedicated and experienced Client Relationship Coordinator to join our close-knit team. In this crucial role, you will serve as the primary point of contact for our valued clients, providing exceptional support and ensuring a seamless experience as they navigate our financial architecture process.

This is an exciting opportunity to become an integral part of our team, especially as we navigate a period of transition. We are looking for a proactive and process-minded individual who can quickly become a key contributor and help us maintain our high standards of client service.

What You’ll Do:

• Orchestrate Client Interactions: Organize, manage, and meticulously track multiple, detailed tasks, workflows, and assignments, including efficient client onboarding and various ongoing account servicing transactions.

• Coordinate Advisor-Client Meetings: Proactively coordinate and schedule regular client meetings with our advisors, including thorough meeting preparation such as data collection and organization.

• Provide Comprehensive Account Support: Work closely with both advisors and clients to expertly assist with a wide range of account and policy service needs (e.g., account distributions, policy loans, beneficiary/ownership changes, distributions, reports).

• Ensure Timely and Effective Communication: Respond promptly and effectively to all client information requests, demonstrating professionalism and a commitment to exceptional service.

• Resolve Issues with Grace: Professionally handle and resolve client issues with tact, compassion, and a positive attitude, always prioritizing client satisfaction.

• Maintain Data Integrity: Accurately maintain our CRM database with current and complete client records.

• Drive Process Improvement: Actively participate in establishing and developing efficient and timely workflows, with a strong emphasis on compliance and risk factors for the firm.

What You’ll Bring:

• Bachelor’s degree in finance, business, or a related field (or equivalent, substantial work experience).

• Minimum 2+ years of recent administrative experience within the financial planning/financial services industry is critical. We are specifically seeking candidates with prior experience at firms such as Merrill Lynch, Fischer Investments, Schechter Wealth, Fidelity, Charles Schwab, or Raymond James, or similar Registered Investment Advisor (RIA) firms.

• A strong understanding of financial planning principles and practices, particularly within the RIA model.

• Proactive and Visionary: You possess a forward-thinking approach, anticipating future needs and actively contributing to process development and improvement.

• Exceptional Interpersonal Skills: A positive attitude coupled with a compassionate, ethical, and professional demeanor is essential.

• Impeccable Organization: Excellent organizational skills and meticulous attention to detail are a must.

• Outstanding Communication: Exceptional written and verbal communication skills, with a genuine client-focused approach.

• Efficient Multitasking: Proven ability to manage multiple tasks effectively and efficiently in a fast-paced environment.

• An active Life and Health Insurance License and/or a Series 65 Securities license are highly desirable but not required.

• A collaborative spirit and a willingness to contribute to a positive small office environment.

• A “go-getter”mentality with the confidence to suggest and implement process improvements.

Work Environment:

• Small, collaborative office environment with a total of 12 team members.

• Standard office hours are 8:30 AM to 4:00 PM or 4:30 PM.

Compensation:

• Competitive salary range of $65,000 to $75,000 annually, commensurate with experience and qualifications.

Our Commitment:

We understand the importance of a smooth transition for both our team and our clients. We are looking for an individual who can quickly integrate and contribute their expertise to ensure continued exceptional service.

Pre-Employment Testing:

As part of our hiring process, candidates will be asked to complete the following assessments:

• Logical Reasoning – Decision Making

• Logical Reasoning – Deduction

• Office Reasoning Sample – Problem Solving (written response required)

Apply for this position today!

#INDT