Famiglia Wealth · 5 hours ago
Client Experience Coordinator
Bloomfield Hills, MI
Full-time
Onsite
Mid Level
3+ years expFamiglia Wealth is dedicated to enhancing the financial decision-making process for individuals, families, and foundations. They are seeking an experienced Client Experience Coordinator to support the Director of Operations in delivering exceptional client service and managing operational tasks efficiently.
AdviceFinancial ServicesWealth Management
Hiring Manager
Robyn Rudgers Crewdson
Responsibilities
Manage account opening, transfers, maintenance with processes in place or workflow creation
Process time-sensitive money movement, including wire and transfer with accuracy
Serve as a primary operational support to the Director of Operations and operational team, as well as support to the firm
Being capable of handling phone and in-person client communication complex or sensitive interactions
All client service administration listed, but not limited to:
Account opening process and maintenance
Money movement
Custodian coordination and follow-up
Processing of documentation and paperwork
Highly reliable skilled point of contact for client-related operational requests
Maintain accurate and up-to-date records within CRM (Wealthbox experienced preferred not required)
Execute with high-accuracy day-to-day tasks
Support within client meetings
High-level of responsiveness, accuracy and professionalism
Identify opportunities to improve the firms processes
Qualification
Required
Experience in client service administration
Ability to manage account opening, transfers, and maintenance
Process time-sensitive money movement with accuracy
Serve as primary operational support to the Director of Operations and operational team
Handle phone and in-person client communication for complex or sensitive interactions
Maintain accurate and up-to-date records within CRM
Execute day-to-day tasks with high accuracy
Support within client meetings
Demonstrate high-level of responsiveness, accuracy, and professionalism
Identify opportunities to improve the firm's processes
Preferred
Three or more years of experience in wealth management, RIA or financial services
Experience as Client Associate, Operations Specialist or similar roles
Securities license (S 7/63 or 66)
Familiarity with custodial platforms (Pershing strong preferred)
Strong knowledge of Microsoft Office suite, specifically Word, Excel, Outlook, and PowerPoint
Highly organized, very detail-oriented and proactive
Ability to work with a team and independently
Candidate is looking for a long-term role with possible advancement
Benefits
Dental insurance
Health insurance
Vision insurance
401(k)
On-the-job training
Paid time off
Company
Famiglia Wealth
Famiglia Wealth is a wealth management firm that provides family wealth planning and tax investment management services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase