Family Office Wealth Strategies Coordinator

At Synovus, we are committed to helping our clients achieve their financial goals and secure their family's future. We are currently seeking a highly motivated and organized individual to join our team as a Family Office Wealth Strategies Coordinator. In this role, you will play a vital part in assisting our clients with developing and implementing personalized wealth management strategies. If you are passionate about wealth management, possess strong analytical skills, and have a desire to make a positive impact on our clients' lives, we encourage you to apply for this exciting opportunity.

1. Develop and maintain strong relationships with clients and act as their primary point of contact for all wealth management needs.
2. Collaborate with financial advisors and other team members to understand clients' financial goals and objectives.
3. Conduct in-depth analysis of clients' financial information to identify potential wealth management strategies.
4. Assist in the development and implementation of personalized wealth management plans for clients.
5. Provide ongoing support to clients, including monitoring and tracking progress towards their financial goals.
6. Stay up-to-date on industry trends, regulations, and best practices in wealth management.
7. Coordinate and schedule meetings with clients to review and discuss their wealth management plans.
8. Prepare and present reports, presentations, and other materials to clients.
9. Maintain accurate and organized client records and ensure confidentiality of sensitive information.
10. Continuously assess and improve processes and procedures to enhance the client experience.
11. Collaborate with other departments and teams within the organization to ensure seamless delivery of services to clients.
12. Attend training and professional development opportunities to expand knowledge and skills in wealth management.
13. Adhere to all compliance and regulatory guidelines and assist in monitoring for potential risks.
14. Act as a brand ambassador for the company and maintain a professional and positive image at all times.
15. Perform other duties and responsibilities as assigned by management.

According to JobzMall, the average salary range for a Family Office Wealth Strategies Coordinator in Atlanta, GA, USA is $70,000-$90,000 per year. This salary range can vary depending on factors such as experience, education, and the specific duties of the role.

The Synovus Financial Corporation, formerly the Columbus Bank and Trust Company, is a financial services company with approximately $45 billion in assets based in Columbus, Georgia.