Korhorn Financial Group, Inc. · 1 day ago
Client Service Coordinator - Wealth Management
Granger, IN
Full-time
Onsite
Entry Level
2+ years expKorhorn Financial Group, Inc. is dedicated to providing exceptional service to its clients in the financial management sector. The Client Service Coordinator is responsible for managing client communications, scheduling, and supporting Financial Advisors to enhance client relationships and service delivery.
AccountingFinancial ServicesInsuranceWealth Management
Responsibilities
Monitor Financial Advisor(s) email inbox, voicemail, and incoming client phone calls to identify and respond to client service-related correspondence from clients
Manage Financial Advisor(s) calendars, schedule client appointments, conference calls, and web meetings
Conduct qualifying conversations with prospective clients
Schedule initial consultations with prospective clients and appropriate Financial Advisor based on prospect source and complexity
Coordinate joint client meetings with other professionals (i.e., estate planning attorney, elder law attorney, etc.)
Respond to client service requests
Preparation of Financial Planning Agreements and Invoices
Provide back-up coverage for reception staff, as needed
Processing of client payments
Scanning of client appointment documents, paperwork, etc
Manage and update Client Service processes, as needed
Performs other duties as required
Qualification
Required
Strong written and verbal communication skills
Significant computer and software training or experience (i.e. Microsoft Office, CRM Software, etc.)
Above average typing skills
Must be well organized with time, resources, physical office space, and client documents/information, detail oriented, and be able to manage a large workload
Must be intrinsically motivated and able to work individually with little direction
Must be a team player and able to collaborate with team members and financial professionals from other firms
Comfortable interacting with clients via telephone, email, video conferencing, or face-to-face
Must be coachable, goal oriented, grasp concepts quickly, able to work in a fast-paced environment, embrace change, and have a strong desire to learn and grow in the financial services industry
Prolonged periods of sitting at a desk and working on a computer
Preferred
Bachelor's degree from an accredited college or university preferred
Two to three years of financial industry experience preferred
Company
Korhorn Financial Group, Inc.
Korhorn Financial Group, Inc is family of three integrated businesses that serve large portions of Northern Indiana and Southwest Michigan.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase