Crown Wealth Strategies Company Description

Welcome to Crown Wealth Strategies, your trusted partner in financial excellence located in El Paso, TX. We offer a comprehensive range of financial services and products, including life insurance, retirement planning, and income strategies. At Crown Wealth, our licensed professionals are dedicated to understanding and addressing the unique needs of each client, ensuring personalized, top-notch service every step of the way. Please check out our website at .

Role Description - Full-Time, On-Site Client Relationship Coordinator

At Crown Wealth Strategies, we're all about building strong, lasting relationships and achieving financial goals together. As our Client Relationship Manager, you'll be pivotal in understanding clients' needs and recommending tailored financial products and services. Your role will involve managing client accounts, ensuring regulatory compliance, and collaborating with our team of professionals to offer comprehensive financial planning services. This role is execution-driven and requires a high level of detail orientation. The ideal candidate is passionate about execution and has strong analytical skills.

As our Client Relationship Coordinator, you'll play a crucial role in ensuring everything runs smoothly. Your responsibilities will include managing client service requests, preparing for client meetings, handling new business processing, and performing administrative duties with precision. You'll support our financial professionals by tracking prospects, preparing client paperwork, processing applications, and liaising with our service center to resolve account issues efficiently. The ideal candidate is highly organized, detail-oriented, and excellent at execution.

Core Values

At Crown Wealth Strategies, we proudly uphold these values:

**1. Client-Centric Approach:** We put our clients first, always. Personalized service and attention to individual needs are the cornerstones of our business.

**2. Integrity and Trust:** We build lasting relationships based on trust, transparency, and ethical practices.

**3. Excellence and Professionalism:** Our team is committed to delivering exceptional service with the highest standards of professionalism.

**4. Collaboration:** We believe in the power of teamwork, working together to achieve the best outcomes for our clients.

**5. Innovation:** We stay ahead of the curve with innovative solutions and strategies that empower our clients to achieve their financial dreams.

**6. Employee Growth:** We are dedicated to helping our employees grow and reach their full potential.

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Qualifications

To thrive in these roles, you'll need:

- Strong interpersonal and relationship-building skills

- Experience in financial services or a related industry

- Knowledge of financial products and services

- Excellent organizational and time management skills

- Ability to work independently and as part of a team

- Effective communication and presentation skills

- A bachelor's degree in Finance, Business Administration, or a related field

- Series 7 and/or 63 licenses (preferred)

- Fluency in Spanish (a plus)

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Benefits

We offer a generous benefits package that includes:

- Competitive salary

- Health, dental, and vision insurance (stipend provided)

- Retirement savings plan

- Professional development opportunities

- Supportive work environment focused on employee growth and success

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Are you ready to join a team where excellence, integrity, and innovation lead the way? Become a part of Crown Wealth Strategies and help our clients achieve their financial success stories!

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