Client Services Coordinator

***Must be within reasonable commuting distance of Los Angeles, CA (90025) for consideration***

Fortify Capital is a team of experienced professionals in the field of wealth management advisory services. As a mature and dynamic firm, the team is dedicated to providing high-end investment and financial planning services to our clients. Fortify Capital is looking for a Client Services Coordinator who is energetic, detail-minded and business oriented. The ideal candidate will thrive in a collaborative setting. The team values self-motivation and exceptional problem solving and analytical skills.

The Fortify Capital team is comprised of individual who are passionate about helping their clients achieve their financial goals and are committed to providing the highest level of service and expertise to ensure our clients success.

Role:

The primary role of the Client Service Coordinator is to provide operational and service support to members and clients of Fortify Capital.

Responsibilities

• Successfully manage and maintain the CRM database system, ensuring that client information is accurate, up-to-date, and easily accessible by the team.
• Manage and maintain the team calendar and scheduling, ensuring that all team members are aware of the upcoming events, meetings, and deadlines.
• Effectively coordinate joint work between team members and outside partners, ensuring that all parties are aligned and working collaboratively towards shared goals
• Manage and maintain the systematic advisory review scheduling and spreadsheet, ensuring that all client reviews are scheduled and completed in a timely manner, and that data is accurately recorded
• Provide exceptional client service by responding to requests and inquiries in a timely manner and supporting team members as needed
• Assist with insurance-based paperwork and service requests, ensuring that all necessary documentation is completed accurately and efficiently
• Assist with email and social media marketing, contributing to the overall growth and success of the firm
• Perform any additional tasks and responsibilities deemed appropriate by advisors and directors, demonstrating a willingness to adapt and contribute to the team’s overall success

Required Qualifications:

• Bachelor’s degree required
• 8+ years of office experience. Financial industry preferred but not required.
• Ability to manage multiple diverse projects and assignments in a timely and quality manner
• Strong attention to detail with the ability to work with a high degree of accuracy
• Ability to be flexible, adaptable, and embrace change in a fast-paced environment
• Excellent oral and written communication skills
• Demonstrated ability to maintain effective working relationship with clients and colleagues

Benefits:

At Fortify Capital, we understand that our team members are the foundation of our success, and we strive to provide a comprehensive benefits package that reflects our commitment to you. We believe that by investing in our team, we are investing in the success of our firm, and we are committed to providing our team members with the resources and support they need to thrive.

• A competitive base salary commensurate to experience
• 100% medical, dental, and disability insurance provided by employer
• Profit-sharing plan
• Employer-sponsored licensing, professional development, and education opportunities
• Paid vacation, sick, and holiday pay

Northwestern Mutual