Paraplanner / Client Service Coordinator

Summary:

Director of First Impressions, acting as first point of contact for all client interactions. Assistant to assigned advisor(s)/office, assisting on all aspects of advisor business and service model. Manages client contact to ensure complete client satisfaction with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.

Assist Fulcrum Wealth Management Group Financial Advisors in servicing clients by completing detailed meeting prep for all client meetings and completing meeting follow up tasks and documentation, including following up directly with clients, home office, or other members of the Fulcrum team as appropriate.

Essential Duties and Responsibilities:

Client Service Coordinator

· Schedule and confirm client/prospect appointments; manage advisor calendars.

· Maintain CRM/client records (new entries, updates, segmentation, service cadence, contact notes) and ensure accuracy.

· File and organize client documents per records\-retention and compliance requirements.

· Support prospecting and onboarding (tracking, communications, and data gathering).

· Provide proactive client outreach and respond to routine service inquiries within role/authorization.

· Handle front\-desk and administrative tasks (phones, correspondence, file setup, scanning/copying, and paperwork processing).

· Monitor advisor inboxes as assigned and route/resolve routine client service items; track incoming mail and compliance logs.

· Coordinate client events and client experience touches (invites, materials, confirmations, day\-of support, gifting).

· Tracks and manages all incoming mail including completing daily mail log for compliance, written correspondence, and client communication.

· Process deposits/checks and related account paperwork per policy.

· Distribute approved marketing communications/newsletters and submit items to compliance as needed.

· Maintain a professional office environment (re\-stocking and ordering supplies as needed).

· Escalate issues appropriately and keep supervisor informed; assist with routine correspondence and other duties as assigned.

Paraplanner

High Level and technical Client Service

· Prepare and follow up on advisor meetings: agendas/materials, required forms, transactions, client updates, documentation, and task tracking.

· Execute account service requests and operational workflows (money movement, trades, RMDs, and new business tracking) within policies and systems.

· Produce client/advisor reporting and analysis (performance, risk, allocation/suitability updates, and scenario tools) to support recommendations.

· Support planning and casework (MoneyGuidePro analysis, insurance illustrations/underwriting follow\-up, and estate settlements) as assigned.

· Complete portfolio risk analysis (Riskalyze) for current/proposed portfolios or held\-away assets as requested.

· Maintain job knowledge through ongoing learning and professional resources.

· Improve processes, share best practices, and look for ways to add value.

· Deliver excellent service by resolving client needs or routing to the appropriate Fulcrum/Ameriprise resource.

· Perform other duties as assigned. Additional ad\-hoc function or location\-based responsibilities as needed.

Supervisory Responsibilities:

This position has no supervisory responsibilities.

Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

Customer Service \- Handles challenging situations professionally; responds promptly; seeks feedback; follows through and meets commitments.

Interpersonal Skills \- Resolves conflict constructively; maintains confidentiality; remains composed; open to ideas and change.

Oral Communication \- Communicates clearly; listens for understanding; asks/answers questions effectively.

Written Communication \- Writes clearly; edits for accuracy; adapts style to audience; presents data effectively.

Teamwork \- Collaborates and communicates openly; gives/receives feedback; supports team goals and shared success.

Organizational Support \- Follows policies/procedures; completes work accurately and on time; supports firm values and a respectful workplace.

Judgment \- Makes sound, timely decisions; explains rationale; involves appropriate stakeholders.

Motivation \- Sets goals, persists through obstacles, and holds self to high standards.

Planning/Organizing \- Prioritizes effectively; manages time; sets objectives and realistic action plans.

Professionalism \- Treats others respectfully; stays composed under pressure; takes ownership and follows through.

Quality \- Produces accurate work; seeks improvements; applies feedback; monitors results.

Attendance/Punctuality \- Reliable and on time; communicates absences; attends meetings/appointments promptly.

Dependability \- Follows direction; meets deadlines; communicates constraints and proposes alternatives.

Initiative \- Takes ownership, seeks learning/growth, identifies opportunities, and offers help proactively.

Qualifications:

To perform the job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made available to enable individuals with disabilities to perform the essential function.

Education and/or Experience:

Associate or higher degree from an accredited institution, college, or university; or one to two years related experience and/or training; or equivalent combination of education and experience.

Certificates, Licenses, Registrations:

· Current driver’s license

Language Skills:

Ability to read and interpret documents such as company policies, regulations and instructions, procedure and compliance manuals is essential. Ability to write routine reports and correspondence. Ability to speak effectively with individuals as well as groups of customers or employees of the organization.

Mathematical Skills:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Computer Skills:

To perform this job successfully, an individual should have knowledge of contact management systems and client relationship management systems, database software, internet software, word processing software, financial planning software (MoneyGuidePro, Naviplan, Confident Retirement Tool, and other related software), Morningstar Advisor Workstation, brokerage trading software (Reuters Thomson/Vestmark), Ameriprise’s AdvisorCompass workstation, and Microsoft Office Suite software.

Certificates, Licenses, Registrations:

No special requirements.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to type and write. Employee is frequently required to walk, sit, talk, and hear.

Work Environment:

The work environment is typical office work such as you would find in a bank, insurance business, accounting firm, law firm, or other professional offices. There are no unusual or significant hazards and reasonable accommodations can usually be made.

Job Type: Full\-time

Pay: $25\.00 \- $30\.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Experience:

• financial advice industry: 1 year (Required)

Ability to Commute:

• Kennewick, WA 99336 (Required)

Ability to Relocate:

• Kennewick, WA 99336: Relocate before starting work (Required)

Work Location: In person