Part-Time Client Service Coordinator - Bluerock Wealth Management

Hightower • Alpharetta, GA

5d • Onsite

About The Position

Bluerock Wealth Management is an established and successful financial advisory practice which is part of the larger Hightower network. Our practice is an ensemble, where team members collaborate as one on behalf of our clients. We believe our collaborative relationships and approach create results for every client we serve. Shunning the legacy “sales” driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of life’s journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice by a purposeful construction of a well-diversified team, valuing diversity of backgrounds, and skills. It is through this ensemble approach we attempt to create ever increasing value to our clients. This is a fiduciary fee-only practice. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. We employ a holistic, data-driven and inclusive approach. We are looking for a Client Service and Marketing Coordinator who is a multi-tasker, with strong written and verbal communication skills and a problem-solving mindset that excels in a fast-paced and evolving practice. You are coachable and perform at a level under variable workloads. As a growing company, opportunities for internal growth and career development are plentiful. You will report to the Chief Operating Officer. #LI-Onsite

Requirements

• You have strong interpersonal skills, and the ability to motivate self and others to deliver quality output.
• Ability to build immediate rapport with personnel and clients.
• BA/BS degree
• Experience in MS Office applications, such as Word, Excel, PowerPoint, etc.
• Detail-oriented with ability to prioritize and organize workflow
• Ability to work effectively in a team environment
• 1 or more years of professional related work experience
• You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Nice To Haves

• Previous work experience, including internships involving client service and/or marketing, is preferred.
• Experience with Salesforce, Fidelity’s Wealthscape platform and Schwab Advisor Services platform is a plus
• Experience with a mass email marketing software program

Responsibilities

• Provide top quality service to clients and complete administration and paperwork for client financial accounts
• Maintain CRM database to ensure data is accurate regarding clients, prospects and other contacts
• Oversee a schedule of client reviews, along with Wealth Manager/Wealth Planner, and reaching out to clients to coordinate meetings
• Respond to client and internal questions regarding accounts and operational procedures
• Manage marketing functions such as social media posts, preparing and sending out blog/article posts by email blast, looking for content to share with existing and prospective clients and marketing projects
• Help with practice event planning: managing invitations, guest lists and ordering client/practice lunches
• Offer administrative and office management support to the team

Benefits

• Pet Insurance
• We commit to a transparent, people-first environment where talent is maximized through our diverse, equitable and inclusive community
• Flexible Schedule
• Career Path Opportunities

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees