Our ideal candidate for this role will strive to reflect our core values in the following ways:
Excellence - Exhibits high attention to detail and organizational skills while able to prioritize multiple requests and tasks.
Empowerment - Has a desire to continue improving at his/her job function and suggests ways the team can work more efficiently.
Empathy - Has good communication skills and understands how the role fits into company goals.
Ethical - Fully completes task at hand and does not cut corners. Aware of time and costs associated with client servicing - strives for efficiency without compromising quality of work.
Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the objectives of the entire firm.
Enjoyment - Works well as part of a team and participates in Morton events.
Daily responsibilities include:
Coordinate client meetings through scheduling, preparation and recording of notes.
Respond to client requests in a timely manner, tracking interactions in CRM.
Communicate timing expectations with clients for all deliverables/follow ups.
Support Advisors in maintaining communication with prospects and existing clients.
Lead weekly Advisor check-in meetings.
Experience Requirements
Minimum of 3 years of experience in a client servicing role within the wealth management industry, preferably at an RIA.
Series 65 license and/or Certified Financial Planner (CFP)
Our Offer
Competitive compensation package.
Retirement and health benefits.
Transparent career tracks and opportunities for advancement within the organization.