Client Coordinator

Requirements

Our ideal candidate for this role will strive to reflect our core values in the following ways:

• Excellence - Exhibits high attention to detail and organizational skills while able to prioritize multiple requests and tasks.
• Empowerment - Has a desire to continue improving at his/her job function and suggests ways the team can work more efficiently.
• Empathy - Has good communication skills and understands how the role fits into company goals.
• Ethical - Fully completes task at hand and does not cut corners.  Aware of time and costs associated with client servicing - strives for efficiency without compromising quality of work.
• Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the objectives of the entire firm.
• Enjoyment - Works well as part of a team and participates in Morton events.

Daily responsibilities include:

• Coordinate client meetings through scheduling, preparation and recording of notes.
• Respond to client requests in a timely manner, tracking interactions in CRM.
• Communicate timing expectations with clients for all deliverables/follow ups.
• Support Advisors in maintaining communication with prospects and existing clients.
• Lead weekly Advisor check-in meetings.

Experience Requirements

• Minimum of 3 years of experience in a client servicing role within the wealth management industry, preferably at an RIA.
• Series 65 license and/or Certified Financial Planner (CFP)

Our Offer

• Competitive compensation package.
• Retirement and health benefits.
• Transparent career tracks and opportunities for advancement within the organization.