Financial Planning Client Relations Coordinator

JOB DISCRIPTION FROM PHILLIP ALLEN, INC. DBA COMMON SENSE RETIREMENT PLANNING

TITLE

Client Relations Coordinator

QUALIFICATIONS

This position requires a friendly person who is able to work with clients and advisors to prepare for client meetings and complete new account applications. Excellent phone skills, good working knowledge of Word & Excel, the ability to multitask and good attention to detail. Customer Service and Financial experience preferred.

RESPONSIBILITIES TO INCLUDE BUT NOT LIMITED TO

• Work with Advisors and clients to prepare account paperwork for signing appointments
• Come into client appointments as necessary to assist the Advisor
• Work with Advisors to complete all notes, new account applications and account maintenance forms
• Submit all account applications to the carriers and confirm they are “in good order”
• Assign tasks to the Transfer Specialist to make sure the funding arrives for all new accounts
• Work with existing clients for account maintenance, deposits and withdrawals
• Set appointments for clients with their Advisor
• Learn the Redtail CRM system so you are able to keep track of personal tasks, enter any necessary client specific notes and schedule appointments as necessary

HOURS & COMPENSATION

8:00am-5:30pm Monday through Thursday and 8:00am-Noon on Friday with one half hour for lunch.

Pay range $40,000 +.

Benefits include Health Insurance, 401k, bonuses, PTO and holidays.