Business Development Coordinator

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

Description

Responsibilities Include:

• Gathers, organizes, and inputs client and prospect data into the Firm's system.
• Manages data accuracy and integrity and keeps records current on prospect pipeline status for intake purposes.
• Prepares various deliverables which directly support client acquisition such as marketing letters, retainer agreements and compliance materials.
• Prepares and processes all documentation related to client implementation and on-going maintenance, transfer documents and other forms as required.
• Responds to daily alerts or notifications.
• Troubleshoots, escalates as appropriate, and determines the appropriate action required. Coordinates all internal "last contact" reports with the client service team to determine those clients requiring contact or additional attention.
• Coordinates client "touch points" which reinforce the on-going client retention process including anniversaries, Thank You notes, and/or gifts.
• Performs all calendaring functions with both internal teams as well as external prospects and Clients.
• Communicates directly with external parties to coordinate times and venues. Allocates firm resources (room, technology required) appropriately.
• Responds to task requests from Planning team members in a timely and accurate manner.
• Follows up to ensure completion.
• Manages all incoming phone calls; direct callers to most appropriate source for action; use judgment and professionalism to escalate as needed.
• Tracks, collates and maintains inventory of marketing materials.