Client Development Coordinator

Generational Wealth Advisors is an award-winning wealth management firm and wealth management arm of the leading middle market investment bank, Generational Group. We develop personalized, unbiased strategies designed to help clients grow, protect, and transfer their wealth. As a Registered Investment Advisor, we are, by definition, a fiduciary and deliver advice that is independent and objective. We work with a nationwide client base and specialize in working with business owners going through an exit.

We are looking for an enthusiastic Client Development Coordinator to assist our wealth management division. You will be a key member of the team responsible for project management, prospect support, and pipeline and data management. This role will also have administrative duties and will support the Managing Director of Client Development.

As Client Development Coordinator, you will be a part of our business development team in all stages of client acquisition campaigns. Your insightful contribution will help develop, expand, and maintain our business development efforts.

This position will provide experience in business development and marketing and the candidate should be prepared to enter a fast-paced work environment.

Essential Duties and Responsibilities

• Customer support: Assisting customers through the sales process, answering questions, and helping resolve concerns.
• Administrative duties: Handling tasks including scheduling or rescheduling meetings and answering phone calls.
• Sales data: Maintaining sales databases, performing data entry, and reporting unusual activity. Collect quantitative and qualitative data from current business development efforts.
• Sales Collateral and Presentations: Help distribute business development materials and prepare promotional presentations.
• Sales process: Processing sales, creating sales contracts, and updating customer records.
• Order management: Tracking financial planning orders and processing invoices.
• Lead generation: Identifying potential customers and compiling lists of leads.
• Relationship building: Helping the sales department build and maintain relationships with clients.
• Troubleshooting: Facilitating troubleshooting and providing real-time assistance.
• Follow-up: Following up with prospects to determine next steps.
• Teamwork: Working with the business development team and supervisors to continue to improve business development efficiencies and performance.

Knowledge, Skills, and Abilities:

• Strong customer support skills
• Excellent communication skills
• Be highly organized
• Strong desire to learn along with professional drive
• Solid understanding of different marketing techniques
• Excellent verbal and written communication skills
• Excellent knowledge of MS Office, especially proficient in Microsoft Excel
• Familiarity with marketing-related computer software and online applications (e.g. CRM tools)
• Passion for business development and its best practices

Education and Experience Required

• Bachelors degree from an accredited university, or associates degree with equivalent/relevant industry experience

Compensation

• $60,000 + benefits

Status

• Exempt

Reports To

• Managing Director of Client Development

Job Location

• Richardson, Texas

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities.