Client Experience Coordinator

Financial Security, founded in 1997, is a team of experienced financial planners and investment advisors dedicated to helping clients work toward financial independence. The firm offers securities through Financial Security Management, member FINRA/SIPC, and advisory services through Financial Security Advisory, Inc., an SEC-registered investment adviser.

The Client Experience Coordinator is a support role on the client account management team. Your responsibilities include administering client data gathering and maintenance, scheduling client meetings, and responding to administrative client queries.

In this role, your client service responsibilities include:

• Assisting in client onboarding and data entry for required paperwork
• Maintaining client database and client files.
• Building trusted, collaborative relationships with our custodian’s operations teams
• Identifying opportunities to improve our client service processes

• Well organized, with extraordinary attention to detail
• Responsive and effective communicators, verbally and in writing
• Possess strong ethics, with the ability and dedication to maintain high confidentiality of personally identifiable client and firm information
• Enjoy collaborating and being a part of a team that puts clients first
• Eager to learn about the industry and our firm, and enjoy working in a fast-paced, hands-on environment
• Tech savvy, with the proficiency to quickly learn new technology tools, platforms, and software
• Open to feedback and coaching
• High school diploma or equivalent required.
• Preferred 3 years’ experience in banking, financial services, or accounting.