Wealth Services Coordinator

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Wealth Services Coordinator

Gatewood Wealth Solutions

St. Louis, missouri

Company Overview:
Gatewood Wealth Solutions is a fast-growing firm specializing in delivering exceptional financial advisory services. We emphasize building long-term relationships with clients and ensuring their financial success. We are currently seeking a motivated Wealth Services Coordinator (WSC) to help expand our client base by supporting our Wealth Advisors (WAs) in converting prospects into clients.

Job Summary:
As a Level One Wealth Services Coordinator (WSC) your primary goal will be to provide support during the sales process, complete follow-up action items, and provide a smooth transition to the service team. This role is ideal for a driven individual with 2+ years experience in financial services, someone excited about supporting the wealth management team in prospect conversion and eager to make an impact in the wealth management industry.

Key...

Full-time
Client Service Coordinator - Kindred Wealth Partners
Kestra Financial Independent Advisor
Sewickley, pennsylvania
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.

Essential Duties and Responsibilities:

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...

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