Wealth Distribution Strategies is interested in candidates who share our mission to make a difference in the lives of our clients and team members.
Below you can see our current job openings or you can simply submit your resume for general consideration.
Client Support Coordinator
Wealth Distribution Strategies, a growing financial advisory firm, seeks an additional Client Support Coordinator. In this role, you will be the first person that staff, clients, and visitors see as they enter our office, so it is essential to create a welcoming atmosphere. You will also complete receptionist tasks, such as answering phones, preparing outgoing mail, and setting appointments for our Financial Advisors. Once you become familiar with our needs and client base, you may be asked to help us with additional administrative tasks.
Please email your cover letter, resume, and salary requirements to jkoch@wdstrategies.com
The Primary Job Duties include:
- Greet clients and other visitors
- Set up conference rooms
- Answer phones
- Data entry
- Process, scan, and file paperwork
- Schedule and confirm client review meetings
- Assist with incoming and outgoing mail
- Send periodic client correspondence and follow up with clients as needed
- Maintain reception area and conference rooms
- Perform other administrative tasks as assigned
- Assist CRM with preparation for client review meetings, including report preparation
A successful candidate will need to possess the following skills and attributes:
- Ability to adapt to changing priorities
- Friendly, positive attitude
- Ability to stay organized and multitask
- Eager to learn
- Demonstrates excellent human relations skills, including interpersonal skills using strong verbal and written communication, including strong telephone etiquette
- Demonstrates a high level of problem-solving skills outside and within a team environment
- Efficient, detail-oriented, self-starter, able to work independently and as a member of a team
- Proficient in Microsoft Office products and a basic understanding of a contact management system
Qualifications:
- Experience as a front desk receptionist or in an administrative role (strongly preferred)
- Excellent communication, multitasking, and organizational skills
- An understanding of basic computer programs, including Microsoft Word, Excel, and Outlook
- Must be bondable
- Must pass a background check
- Notary or willing to obtain
Client Relationship Manager
Client Relationship Manager builds and maintains relationships with clients and Financial Advisors. Day-to-day responsibilities include preparing and summarizing client meetings, working with Financial Advisors to support sales functions, and frequent client contact, typically by phone and email but could be in-person to resolve client inquiries.
Please email your cover letter, resume, and salary requirements to jkoch@wdstrategies.com
The Primary Job Duties include:
- Respond to client service requests and error resolution with a high degree of accuracy and detail while providing outstanding service
- Determine which issues require immediate elevation to the Financial Advisor or a member of the branch management team
- Prepare and summarize client meetings by scheduling and confirming meetings, entering data into Contact Manager, creating the agenda and summary of meetings, escorting clients to the advisor, and providing necessary follow-up
- Prepare and ensure new business paperwork processes successfully which may include preparing forms, obtaining appropriate signatures, preparing documentation to send to the home office, tracking new insurance and investment applications, and coordinating rollovers
- Maintaining internal reports
- Supportive follow-up to potential prospects via phone and email
- Manage highly confidential information and execute independent judgment on a variety of tasks and special projects
- General account maintenance duties include scanning items into the imaging system and sending certain maintenance forms to support for processing
- Understand and adhere to all relevant compliance policies, procedures, and regulations
- Accepts responsibility for personal development through training, collaboration, and teamwork
- Prepares for and coordinates marketing events
- Provide notary or signature witness duties if needed
A successful candidate will need to possess the following skills and attributes:
- Ability to adapt to changing priorities
- Friendly, positive attitude
- Ability to stay organized and multitask
- Eager to learn
- Demonstrates excellent human relations skills including interpersonal skills using strong verbal and written communication, including strong telephone etiquette
- Demonstrates a high level of problem-solving skills outside and within a team environment
- Efficient, detail-oriented, self-starter, able to work independently and as a member of a team
- Proficient in Microsoft Office products and a basic understanding of a contact management system
Qualifications:
- One to two years of administrative experience
- Prior financial industry experience is a plus
- Ability to obtain and maintain notary
- Must be bondable
- Must pass a background check
