Now Hiring - Kruse Woods Financial Partners, Raymond James Financial Services - Professional Services Financial Sales Support Coordinator in Tigard, OR

Full description of the position

We are seeking an innovative and highly driven Financial Sales Support Coordinator to proactively support Financial Advisors and assist with efficient and high-quality client service. The Financial Sales Support Coordinator performs duties which directly impact the client experience. The Financial Sales Support Coordinator supports the Financial Advisors in preparing and processing documentation related to client implementation and on-going maintenance. In addition to client involvement, the role will be responsible for helping our advisors with the daily needs of their business.

Duties include:

Prepare and process documentation related to client onboarding and maintenance including account applications, transfer documents and other forms as required.

Follow up on client documentation for proper maintenance of accounts.

Complete miscellaneous administrative tasks that support the client relationship as assigned by the Financial Advisors and log all activities in the firms CRM in a timely and accurate manner.

Perform client and prospect data entry in the firms CRM. Ensure data accuracy and integrity and keep records current on existing and prospective clients.

Interact daily on the phone and in person with prospective and existing clients by handling basic inquiries and gathering information.

Positively engage with all members of the team in a professional office setting to support and advance Kruse Woods culture.

Job Requirements:

We place a premium on high performance, quality service and the ability to execute. As an Financial Sales Support Coordinator with Kruse Woods Financial Partners, you must possess a pleasant and service-oriented demeanor with pleasant and business-appropriate phone manners as well as excellent verbal communication skills to convey information clearly and professionally. You must be able to organize, manage, and track multiple detailed tasks and assignments. Our ideal Financial Sales Support Coordinator is a quick learner who demonstrates a superb work ethic; pays close attention to detail to ensure reports, correspondence and databases are accurate and exercises effective problem-solving skills.

Qualifications:

• Work well in a team environment
• Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
• Proficient in Microsoft Office
• Pass background check
• Ability to work 40 hours per week

Education/Experience:

• Customer service experience preferred
• Bachelors Degree required
• Securities license is preferred but not required (will be a requirement within the first year of employment)

not for client use

Experience:

• Microsoft Office: 1 year (Preferred)
• Office Support: 1 year (Preferred)

Work Location: In person

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday

Work setting:

• In-person

Education:

• Bachelor's (Required)

Ability to Commute:

• Tigard, OR 97223 (Required)

Work Location: In person