Client Coordinator

Company: E.A. Buck Financial Services
Location: Denver
Posted on: May 16, 2022

Job Description:

E.A. Buck is a fast growing financial services company with dual headquarters in Denver and Honolulu. -Were seeking an experienced Client Coordinator to join our growing wealth management team. -The ideal candidate will be organized, have excellent people and communication skills, and work with a sense of urgency. -Industry experience and the ability to work autonomously but also thrive in a highly collaborative corporate culture is a must. -NOTE: Only people currently living in Colorado will be considered for this role.
Salary / Benefits Package:

• Base of $60,000 - 75,000, Dependent on Experience.
• Competitive benefits package including 100% employer paid health, dental and vision insurance. Eligibility to enroll in health savings account, flexible savings account, and more.
• Paid vacation (PTO) and paid holidays.
• Company parking allowance.
• Join our mission-driven company and partake in company profit sharing and 401k with generous matching!
  Responsibilities:
  • Collaborate with Financial Advisors in efficiently delivering information to our clients
  • Professionally handle incoming/outgoing client inquiries by phone or e-mail
  • Coordinate and maximize Financial Advisors' schedules
  • Compile and record client date accurately in our CRM system
  • Organize and oversee special projects
    Minimum Job Requirements:
    • Minimum of 5 years of financial services experience in a similar role
    • Excellent customer relation skills
    • Industry licenses preferred - SIE / Series 7 / Series 63, 65 or 66 / Life & Health
    • Strong verbal and written communication skills
    • Organized and detail oriented
    • Skilled Microsoft Office / Excel / Word / Adobe
    • College degree preferred
      Additional Expectations:
      • Highly motivated and deadline driven
      • Ability to organize and prioritize tasks
      • Holds self and others accountable for ensuring that results are achieved
        

Keywords: E.A. Buck Financial Services, Denver , Client Coordinator, Other , Denver, Colorado