About Us:

Family Tree Financial is a dedicated financial advisory firm committed to helping families and individuals achieve their financial goals. Our team of experienced professional's values client relationships and provides personalized strategies to ensure financial wellness. We are looking for a motivated and organized Client Care Coordinator to join our team and support our mission of delivering exceptional service to our clients.

Position Overview:

As a Client Care Coordinator, you will play a vital role in ensuring a positive client experience from the moment they engage with our firm. You will be responsible for managing client communications, coordinating meetings, and assisting our financial advisors in delivering top-notch service. The ideal candidate is detail-oriented, has excellent communication skills, and is passionate about helping clients achieve their financial aspirations.

Key Responsibilities:

- Serve as the primary point of contact for clients, addressing inquiries and providing information about our services.

- Coordinate client meetings, including scheduling, preparation of materials, and follow-up communication.

- Assist with onboarding new clients, ensuring a smooth transition and understanding of our services.

- Maintain accurate and organized client records in our CRM system.

- Collaborate with financial advisors to prepare for client meetings and ensure all necessary documentation is available.

- Provide administrative support, including managing calendars, processing client requests, and handling correspondence.

- Develop and maintain positive relationships with clients, fostering a sense of trust and reliability.

- Continuously seek ways to enhance the client experience and improve internal processes.

Qualifications:

- Bachelor's degree in finance, business administration, or a related field preferred.

- Proven experience in client service or administrative roles, preferably in the financial services industry.

- Strong organizational skills with the ability to manage multiple tasks and priorities effectively.

- Excellent verbal and written communication skills.

- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM software.

- Detail-oriented with a commitment to accuracy and quality.

- Ability to work independently and as part of a team in a fast-paced environment.

What We Offer:

- Competitive salary and benefits package.

- Opportunities for professional development and career advancement.

- A supportive and collaborative work environment.

- Work-life balance with flexible scheduling options.

How to Apply:

If you are passionate about client care and are excited to contribute to a dynamic financial advisory firm, we invite you to apply. Please submit your resume and a cover letter detailing your relevant experience to this position.

Family Tree Financial is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.