Financial Planning Client Relations Coordinator - Greenville, United States - Phillip Allen Inc.

Description

Job Description

Job Description

JOB DISCRIPTION FROM PHILLIP ALLEN, INC. DBA COMMON SENSE RETIREMENT PLANNING

TITLE

Client Relations Coordinator

QUALIFICATIONS

This position requires a friendly person who is able to work with clients and advisors to prepare for client meetings and complete new account applications. Excellent phone skills, good working knowledge of Word & Excel, the ability to multitask and good attention to detail. Customer Service and Financial experience preferred.

RESPONSIBILITIES TO INCLUDE BUT NOT LIMITED TO

• Work with Advisors and clients to prepare account paperwork for signing appointments
• Come into client appointments as necessary to assist the Advisor
• Work with Advisors to complete all notes, new account applications and account maintenance forms
• Submit all account applications to the carriers and confirm they are "in good order"
• Assign tasks to the Transfer Specialist to make sure the funding arrives for all new accounts
• Work with existing clients for account maintenance, deposits and withdrawals
• Set appointments for clients with their Advisor
• Learn the Redtail CRM system so you are able to keep track of personal tasks, enter any necessary client specific notes and schedule appointments as necessary

HOURS & COMPENSATION

8:00am-5:30pm Monday through Thursday and 8:00am-Noon on Friday with one half hour for lunch.

Pay range $40,000 +.

Benefits include Health Insurance, 401k, bonuses, PTO and holidays.

Company DescriptionPhillip Allen, Inc. DBA Common Sense Retirement Planning (CSRP) was founded by Phillip Allen in 2005. At Phillip Allen, Inc. our goal is to equip our community with a Road Map to Retirement that will reduce the stress and fears associated with retirement. Phillip Allen and Tony Dale are the hosts of the "Common Sense Talk" radio show. Along with our Advisors and Staff, Phillip Allen, Inc. is a voice of reason in a world of uncertainty with an eye toward strategic growth.

Company Description

Phillip Allen, Inc. DBA Common Sense Retirement Planning (CSRP) was founded by Phillip Allen in 2005. At Phillip Allen, Inc. our goal is to equip our community with a Road Map to Retirement that will reduce the stress and fears associated with retirement. Phillip Allen and Tony Dale are the hosts of the "Common Sense Talk" radio show. Along with our Advisors and Staff, Phillip Allen, Inc. is a voice of reason in a world of uncertainty with an eye toward strategic growth.