Client Relationship Coordinator

Financial Architects, Inc.

Farmington Hills, MI, USA

Published: 6/14/2022

Full Time

Job Description

At Financial Architects, Inc., we are leading the financial services industry through our mission of helping people live a life of freedom by simplifying the complexity of money decisions. Our people and our strong culture are the keys to our firm's success!

We are seeking a Client Relationship Coordinator to join our team for a full-time, in-person position. You will be the primary point of contact with our clients and support them while they work with our team through our unique Financial Architecture process. The ideal candidate will have administrative experience in the wealth management industry or a strong understanding of financial planning principles and practices. This position requires excellent communication and people skills, as well as the ability to work efficiently and effectively while coordinating multiple tasks. We are looking for someone with an abundance mindset that is always looking for ways to improve and thrives on personal and professional growth.

What You'll Be Doing:

Organize, manage & track multiple, detailed tasks/workflows and assignments in a fast paced work environment, including client onboarding and various ongoing account servicing transactions
Coordinating & scheduling regular client meetings with advisors & meeting preparation, including data collection and organization.
Work closely with the advisors and clients to assist with their account/policy service needs. (Account distributions, policy loans, beneficiary/ownership changes, distributions, reports, etc.).
Ensure client information requests are responded to quickly and effectively.
Professionally handle and resolve issues with tact, compassion, and a positive attitude.
Maintain CRM database for current & accurate client records
Participation in establishing & developing processes to ensure efficient and timely workflows, with special regards to compliance and risk factors for the firm.

What We're Looking For:

Bachelor’s degree in finance, business, or a related field (or equivalent work experience).
3+ years of administrative experience in financial planning/financial services, or related field.
Proactive with a visionary outlook, capable of anticipating future needs and actively contributing to process development and improvement.
A positive attitude with a compassionate, ethical, and professional demeanor.
Excellent organizational skills and attention to detail.
Exceptional communication skills, with a client-focused approach.
Ability to manage multiple tasks effectively and efficiently.
An active Life and Health Insurance License and/or a Series 65 Securities license are ideal, but not required.

Base salary plus quarterly bonus structure is determined based on skills & previous experience. Benefits include medical, long term disability, life insurance, and 401(k) with a match, paid vacation/personal days, paid major holidays. Dental/Vision plans are available.

If you’re ready to join a team that values collaboration, accountability, and continuous improvement, we’d love to meet you.