Morton Wealth
Client Coordinator
Calabasas, CA
Sponsorship not specifiedDetected 22 days ago
CommunicationCollaborationOrganizational Skills
About the role
- Morton Wealth is currently for talented individuals who are interested in future opportunities for a Client Coordinator position.
- Our CCs are often the main point of contact for Morton clients, which provides them with daily opportunities to enhance important skills such as organization/prioritization and communication.
- While we don't have any immediate openings for this role, we always appreciate the opportunity to meet with strong candidates for future consideration.
Responsibilities
- We are a registered investment advisor that was formed in 1981 and manages roughly $3 billion in assets across 1,200+ families.
- We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives.
- The CC position is an ideal role for anyone looking to further their career in wealth management, as it helps to build a solid foundation towards long-term growth, particularly for aspiring Wealth Advisors.
- Additionally, this role requires them to coordinate projects across multiple teams within the organization, providing ample opportunity to showcase and develop their teamwork and collaboration skills.
- Support Advisors in maintaining communication with prospects and existing clients.
- Lead weekly Advisor check-in meetings.
Requirements
- Experience Requirements Minimum of 3 years of experience in a client servicing role within the wealth management industry, preferably at an RIA.
Benefits
- Retirement and health benefits.
Company info
- Enjoyment - Works well as part of a team and participates in Morton events.
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