Retirement Income Source
Client Relations Coordinator
Retirement Income Source, Avon, Connecticut, United States, 06001
POSITION: Client Relations Coordinator
Location: Avon, CT
Job Type: Full-time
FLSA Classification: Non-Exempt
Who We Are
At
Retirement Income Source | SFG , we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.
We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you're enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.
Position Summary
The
Client Relations Coordinator
serves as the first point of contact for high-net-worth clients and prospects, delivering an exceptional experience across in-person, phone, and digital interactions. The ideal candidate is professional, warm, and detail-oriented, with a strong focus on client service and organizational efficiency.
Key Responsibilities Greet and engage clients and prospects with professionalism and enthusiasm. Ensure clients feel welcomed, informed, and comfortable throughout all touchpoints. Coordinate onboarding for new clients, including documentation and welcome materials. Support the Financial Advisors and Client Service team by preparing for client meetings. Manage and optimize calendars, ensuring scheduling efficiency. Respond to client inquiries or route them to the appropriate team member. Maintain a clean, organized, and professional reception and meeting space. Track client interactions and appointments in the CRM system. Handle confidential client information with discretion. Ensure adherence to company policies and regulatory standards.
Sales, Events & Appointment Setting: Coordinate and execute client-facing workshops and events. Manage basic digital marketing for seminars. Confirm attendance and set up for events. Facilitate the smooth execution of workshops and seminars. Follow up post-event to schedule advisor appointments. Track and report metrics related to leads and events. Spend approximately 60% of the day on the phone building relationships with new and existing clients.
The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards
Requirements
Must-Have Qualifications
Industry Experience & Skills
•1-3 years of experience in financial services, wealth management, or a related industry (preferred)
•Ability to multitask and prioritize effectively in a fast-paced, client-centric environment
•Excellent verbal and written communication skills
•Exceptional attention to detail, with strong organizational and time management abilities
Background and Education:
•Associate's or Bachelor's degree in Business, Finance, or a related field preferred
•Proven sales experience with a consistent track record of meeting or exceeding goals
•Strong relationship management and consultative selling skills
Technology Expertise:
•Proficiency in administrative tasks such as scheduling, document preparation, and data entry
•Experience using CRM systems and business software, including Microsoft Office Suite (Word, Excel, Outlook)
Physical & Work Environment Requirements
•Ability to work for extended periods at a desk using a computer.
•Ability to lift up to 10 pounds if/when necessary.
•Routine use of telephone and email.
•Office-based role with potential travel to conferences, events, and satellite offices as needed.
Benefits
We're proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
•100% employer-covered medical benefits and HRA account
•Dental & vision plans
•Short and long-term disability insurance
•PTO + 10 NYSE company holidays per year
•401K with company match program
•Free onsite parking
•Company-provided laptop and required technology .
Retirement Income Source SFG is an E-Verify employer.
Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.
Location: Avon, CT
Job Type: Full-time
FLSA Classification: Non-Exempt
Who We Are
At
Retirement Income Source | SFG , we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.
We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you're enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.
Position Summary
The
Client Relations Coordinator
serves as the first point of contact for high-net-worth clients and prospects, delivering an exceptional experience across in-person, phone, and digital interactions. The ideal candidate is professional, warm, and detail-oriented, with a strong focus on client service and organizational efficiency.
Key Responsibilities Greet and engage clients and prospects with professionalism and enthusiasm. Ensure clients feel welcomed, informed, and comfortable throughout all touchpoints. Coordinate onboarding for new clients, including documentation and welcome materials. Support the Financial Advisors and Client Service team by preparing for client meetings. Manage and optimize calendars, ensuring scheduling efficiency. Respond to client inquiries or route them to the appropriate team member. Maintain a clean, organized, and professional reception and meeting space. Track client interactions and appointments in the CRM system. Handle confidential client information with discretion. Ensure adherence to company policies and regulatory standards.
Sales, Events & Appointment Setting: Coordinate and execute client-facing workshops and events. Manage basic digital marketing for seminars. Confirm attendance and set up for events. Facilitate the smooth execution of workshops and seminars. Follow up post-event to schedule advisor appointments. Track and report metrics related to leads and events. Spend approximately 60% of the day on the phone building relationships with new and existing clients.
The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards
Requirements
Must-Have Qualifications
Industry Experience & Skills
•1-3 years of experience in financial services, wealth management, or a related industry (preferred)
•Ability to multitask and prioritize effectively in a fast-paced, client-centric environment
•Excellent verbal and written communication skills
•Exceptional attention to detail, with strong organizational and time management abilities
Background and Education:
•Associate's or Bachelor's degree in Business, Finance, or a related field preferred
•Proven sales experience with a consistent track record of meeting or exceeding goals
•Strong relationship management and consultative selling skills
Technology Expertise:
•Proficiency in administrative tasks such as scheduling, document preparation, and data entry
•Experience using CRM systems and business software, including Microsoft Office Suite (Word, Excel, Outlook)
Physical & Work Environment Requirements
•Ability to work for extended periods at a desk using a computer.
•Ability to lift up to 10 pounds if/when necessary.
•Routine use of telephone and email.
•Office-based role with potential travel to conferences, events, and satellite offices as needed.
Benefits
We're proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
•100% employer-covered medical benefits and HRA account
•Dental & vision plans
•Short and long-term disability insurance
•PTO + 10 NYSE company holidays per year
•401K with company match program
•Free onsite parking
•Company-provided laptop and required technology .
Retirement Income Source SFG is an E-Verify employer.
Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.