Client Care Coordinator

Benefits:

• 401(k)
• Company parties
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development
• Vision insurance

Doing meaningful work beside great people is an unbeatable find. The Miura Group is expanding and actively looking to find extraordinary people to join our family. We want to find an individual with operational talent who is naturally passionate about client work and delivering a customized, white-glove experience. The Miura Group is a well-respected and well-known brand in the Financial Services industry, with a specific focus on boutique Wealth Management in Austin, Texas (nested under the strength and stability of the Northwestern Mutual Wealth Management brand)

Our firm currently has 13 employees and we've grown dramatically over the past few years. As such, we are looking to add a dynamic individual to our team to help us better serve our clients and their families. Connection within our tight-knit group of co-workers is crucial. Our office is located on 6th street in the middle of downtown Austin. However, we realize that in order to attract top talent and add great humans to our team, we must also understand that talent is spread out. We are actively working toward fine-tuning our team's approach to strive and ensure that each member is fulfilled in their work and engaged at the highest possible level.

Who We Are

We're a financial firm that's strong, innovative, and growing with the backing of Northwestern Mutual, an organization with over a 160-year history of doing whats in the best interest of our clients and our community. We invest in our people providing opportunities for our team to grow themselves, their career and in turn, our business. We care deeply about diversity and inclusion. We are an equal opportunity/affirmative action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

The Miura Group strives to help our clients live the most joy-filled and authentic lives possible and aim to be a trusted partner in planning for the milestone moments and all the treasured seconds in between. Our team knows that everyone defines success differently, and we want to learn whats important to our clients and team members by listening more than we talk, discussing more than we explain, and caring far more than what youd expect from an advisor. We aim to transform financial anxiety into a lifetime of financial freedom. We just celebrated 37 years of business and look forward to 37 more solid years at least.

Who We Are Looking For

As The Miura Group's Client Care Coordinator, you would ideally have an impeccable attention to detail/accuracy and fantastic people skills. You love the feeling of assisting clients directly and enjoy knocking out to-do list items in an efficient and effective manner. We want an operational and administrative specialist who enjoys the challenges of multi-tasking. If you're passionate, talented, willing to learn, and creatively solve problems, we hope you'll consider us on your career journey. In addition, you would have the ability to accurately follow a detailed process, while possessing excellent follow-through and communication skills. If youre ready to be a part of a great culture in a relevant fast-paced and professional environment, then continue reading.

The Role

As Client Care Coordinator, you will assist with booking client appointments, answering the phone with a friendly voice when clients call, and a variety of other tasks associated with delivering excellent client service to our awesome clients. You will have direct client engagement, fielding client questions and requests to the appropriate team member and making sure our advisors calendars are full of client meetings! We need someone who works well with others and understands what it means to be a part of a team. You will be involved in coordinating with other specialists on our team, highly credentialed and licensed financial advisors, financial planning professionals, and various other team members. This is primarily a client service-oriented role, best suited for an individual who likes to work through a robust to-do list and deliver excellence to our clients.

A Few Expectations

Work efficiently on ongoing client services and interaction (confirming appointments, scheduling lunch delivery, etc)
Contact clients to confirm receipt of forms or request return of completed forms
Communicate with clients to answer questions and respond to requests in a timely manner
Answer client phone calls and emails and connect them with the appropriate person on our team
Communicate with our home office as needed to supply or obtain information
Youll prioritize effectively and will work within a team to accomplish office and team goals
Attend weekly development and team meetings to advance industry mastery

What You'll Bring to The Team

Strong sense of collaboration as part of a goal-oriented team
Strong organizational and time management skills with ability to set priorities and meet deadlines
Excellent verbal and written communication skills with the ability to gain rapport and cooperation at all levels in our organization
Ability to work independently, as well as within a team.... i.e. a collaborative team player
Demonstrate ability to handle the execution of confidential and time sensitive information
Can adapt to shifting priorities in a fast-paced environment without missing a beat or a detail
Prefer some experience in the customer service field
Education: Bachelors degree preferred but not required

Compensation package includes a base salary, average bonus potential, paid time off, basic health insurance coverage, 401k matching, Group long term disability and Group life insurance. This team member would be required to physically be in the office for at least 90 days upon hiring for training and onboarding purposes, with the option of at least 1 remote-working day a week upon management approval.

You'll never meet a team quite like ours. You'll see.

At The Miura Group, an original (founding) member of Northwestern Mutual Private Client Group, we help successful people gain clarity and intentionality around their financial world to have greater understanding and peace about how their wealth matches the life and future they want.

Our work enables us to impact their lives, their family, their future, and our greater community in a powerful and positive way.

When your work makes a difference in the world, and you love the team you're on, work weeks become fulfilling in a new way.

https://www.stevenmiura.com/