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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

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