Sound Planning Group Client Service Coordinator

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Why Sound Planning Group

We're more than just a workplace. We're a family.

We strive for excellence and challenge ourselves to think differently in order to create the optimal environment for our employees and clients to succeed. We’re an organized and adaptable group of critical thinkers, who collaborate to solve problems because we believe that everyone has something important to contribute.

Our clients are unique and diverse, yet all have the common desire to work with a team whose top priority is their best interest so that they can sleep soundly at night and make the most of their retirement years. SPG is a company that prides itself in being a positive, friendly, non-toxic environment. If you have to spend your waking time at work - you want it to be with this group of kind, humble, generous, and fun people!

About the Role

The mission of the Client Services Coordinator is to cultivate and protect the clients’ experience. You will collaborate with our paraplanners and advisors to deliver exceptional service to our diverse clientele. This position is classified as Full-Time/Non-Exempt.


  • Work with our paraplanners and advisors on opening new accounts. This includes preparing, processing, and tracking new accounts, along with the maintenance related to this process, all while maintaining a high caliber of customer service
  • Communicate to our paraplanners and advisors on the status of tasks, along with following up on working items to ensure client needs are being met
  • Partner with other client service team members to achieve group goals
  • Interact with clients over the phone, via e-mail, and in-person
  • Proactively strive to improve the systems and processes within the office and overall client experience

Knowledge, Skills, and Abilities Include ...

  • 2+ years of experience in the wealth management industry or similar insurance industry experience 
  • Attention to detail for maximum accuracy and efficiency
  • Ability to use Microsoft Office, Database knowledge products, Slack and Google Workspace
  • Problem solver who enjoys learning new processes
  • Resourceful and can research issues to get answers when others are occupied 
  • Capable of noticing details, inferring meaning, and perceiving the proper course of action
  • A skilled communicator, confident, comfortable and courteous in written and spoken communication. You are proud of your excellent phone skills
  • Focused, you can assess the proper order of execution for an evolving list of priorities and adapt to last minute changes with ease

Additional Job Requirements

  • Client confidentiality is first and foremost with everything you do
  • A team player who can also work independently and/or alone without issue
  • Emotionally intelligent and naturally inclined to build relationships
  • In attitude and presence, you understand the importance of first impressions
  • Organized, you love when things are handled carefully and efficiently
  • The ability to understand and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. You’re always looking for ways to improve your skills and gain knowledge
  • You exemplify hard work and excellence. 
  • You strive to become efficient in all processes with which the team regularly interfaces

Benefits (... because you're worth it)

  • Vacation: 3 weeks your first year, then 4 weeks/year thereafter; roll over up to 40 hours per year or cash out your balance!
  • Bonus: Annualized performance bonus issued on a quarterly basis
  • Insurance: 100% coverage of medical, dental, vision, life, accidental & dismemberment and Long-term Disability
  • 401K: 4% match with 5% contribution, in addition to annual profit-sharing distribution
  • Growth: Opportunity to grow professionally
  • Fun: Quarterly team building events with awesome co-workers!

Compensation is thoughtfully determined according to candidate experience and current third-party comp reports. Primary office hours are 9:00 am to 5:30 pm, Mon-Fri.

Ready for the next step? Fill out the form below and apply today!