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Client Services Coordinator

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Our amazing team is growing and we are seeking just the right person who wants to grow professionally. We are a fun and drama free fast paced team who serves high net worth clients all around the United States and also right here locally. We value excellence in all things and hold high standards for those we work with to ensure our clients have the best experience and outcomes possible. We provide training, support, education, growth and advancement opportunities, retirement, insurance, PTO and paid holidays as part of our robust benefits package. We are seeking an applicant who is bright, has a good work ethic and history, and something that sets you apart from the other applicants. You must have a professional appearance and be a quick study with all of the new processes and procedures that we will teach you. Confidence and poise is a real plus. We are open to those who may be ready for a career change or shift and are confident in learning new things. Teachers, Realtors, HR Professionals and those from other industries are encouraged to apply. When you apply make sure to attach your resume. A cover letter is also nice. We look forward to meeting you!

Comfortable with CRM and cloud based data solutions. Strong in the spoken and written word. MS office proficient. Securities and/or wealth management experience is a plus but not a requirement.

Salary Plus Benefits, Insurance, PTO