Analyst, Client Engagement Group (Private Wealth - Internal Wholesaler)

CIM Group, LP • Phoenix, AZ

33d

About The Position

We are seeking a motivated and detail-oriented scheduler to join our Private Wealth team. In this role, you will support our sales team by managing schedules, coordinating meetings, and ensuring effective communication with clients and internal stakeholders. Your efforts will contribute significantly to our overall sales strategy and client engagement.

Requirements

• Bachelor’s degree in business, finance, or a related field preferred.
• Strong organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.
• Excellent communication and interpersonal skills, capable of engaging with clients and colleagues at various levels.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems.
• Ability to work independently and as part of a team in a fast-paced environment.

Responsibilities

• Coordinate and schedule meetings for the wholesaling team, ensuring all logistics are managed effectively.
• Assist in preparing materials and agendas for meetings and presentations.
• Maintain and update the sales calendar, tracking appointments, follow-ups, and client interactions.
• Support the internal sales team by handling incoming inquiries and directing them to the appropriate resources.
• Maintain accurate records of meetings, including notes, action items, and follow-up tasks.
• Collaborate with sales team members to identify and prioritize leads and opportunities.
• Provide administrative support, including data entry and management of CRM systems.
• Monitor and analyze the effectiveness of scheduling and follow-up processes, offering suggestions for improvements.

Benefits

• A variety of Medical, dental, and vision benefit plans
• Health Savings Account with a generous employer contribution
• Company paid life and disability insurance
• 401(k) savings plan, with company match
• Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave
• Up to 16 hours of volunteer time off
• Up to 16 weeks of Paid Parental Leave
• Ongoing professional development programs
• Wellness program, including monthly and quarterly prizes

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees