Job Post: Account Services Coordinator
Who We Are
Frontier Asset Management, LLC is an award-winning, nationally recognized investment management company that manages over $2.9 billion. Frontier delivers mutual fund strategies through its partnerships with independent financial advisors in all 50 states across the United States. Frontier is an investment industry innovator with expertise in investment manager due diligence, asset allocation and investment strategy design and implementation. Frontier is dedicated to continuous improvement of its investment process and services. We look for opportunities to innovate and go above and beyond. We work hard because what we do reflects who we are. Our team is determined, motivated and focused on the future.
Frontier is currently hiring an Account Services Coordinator to be a part of our Advisor Servicing team. This leadership position will work closely with the Director of Advisor Services to create and implement innovative processes and technology that help our Account Managers bring the gold star service that our advisors have come to expect from the Frontier experience. The position will work extensively in Frontier’s systems to implement and provide useful reporting of advisor and account information to our sales team. The ideal candidate will also coach and mentor new Account Managers and provide ongoing training to Frontier’s seasoned Account Managers to improve Frontier’s standard of excellence.
- Implementing and perfecting processes and services
- Coach and mentor Account Managers
- Assist Director of Account Services
- Ad hoc projects
- Reporting and performance responsibilities
- Bachelor’s degree
- Extensive customer service and management experience
- Ability to obtain Series 65 or similar license
- The right candidate should have an attention to detail and be highly organized
- Strong computer and software knowledge a must
Excels in oral, written and verbal communication
Please send letter of interest and resume to Cathy Pelissier at firstname.lastname@example.org.