Wealth Coordinator

The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.

• Supports Financial Advisor/Operations Director of a large book of business including handling all administrative functions for Financial Advisors and the firm
• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines
• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
• Deposit...

Are you passionate about helping clients achieve their financial dreams? Gatewood Wealth Solutions, a leading comprehensive wealth management firm, is seeking a detail-oriented and collaborative individual to join our team in St. Louis as a Wealth Coordinator.

The Wealth Coordinator position is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. As a Wealth Coordinator, you will be responsible for providing financial planning support to the Wealth Planners and collaborate with the Investment Committee to deliver premier financial planning and client service. You will partner with one of our Client Care team of professionals to care for client relationships by actively supporting the financial planning process to address retirement, risk management, investment, estate, and tax considerations.

The Wealth Coordinator is an essential member of our team, working closely with Wealth...