Relationship Coordinator

RDS Wealth Management is an independent wealth management firm built on a simple belief: you don't have to be rich to live rich. Founded by Dale Smothers, RICP®, the firm helps clients Save Money, Plan Well, and Live Happy- guiding individuals in or near retirement toward the confident, well-planned retirement they've worked their whole lives for.

RDS takes a team-based approach to planning. Rather than working with a single advisor in isolation, clients are supported by a full team that brings multiple perspectives to every recommendation- helping ensure no piece of the plan is built in a vacuum. The firm emphasizes education and guidance in areas like Social Security timing, retirement income strategies, and the financial products appropriate to each client's unique situation.

Job Description:

GENERAL SUMMARY OF DUTIES AND RESPONSIBILITIES

The purpose of this position is to ensure smooth day-to-day operations of the practice while managing relationships of the firm’s prospects, clients, and team members. The position will require the team member to build and maintain client relationships while also performing general administrative services such as incoming calls, calendar management, travel arrangements, outgoing mailings, managing social media, and welcoming clients to the office.

• Assist team with client events
• Greet Incoming Clients
• Send birthday cards to existing clients
• Answer the phones in a friendly, warm manner
• Record notes from every client conversation in the database (CRM)
• Maintain an organized, compliant and efficient filing system
• Sort and distribute all incoming mail
• Assist with copying or scanning as requested by the team
• Pull appropriate client files when requested by the team
• Assist client services with fax confirmations & follow-up phone calls to appropriate companies
• Mail all outgoing correspondence
• Mail follow-up letters to clients after each appointment
• Provide clients with refreshments
• Call client’s a day before appointment and remind them of time and location

KNOWLEDGE/EXPERIENCE

• Strong listening and communication skills
• Ability to prioritize and work with a team
• Working knowledge of computers and software
• Ability to multi-task
• Marketing or relationship management background preferred

Job Type: Full-time

Pay:
From $35,000.00-$40,000 per year (Based on Experience)