Client Experience Coordinator - Greenville, SC

Advisor Talent Solutions • Greenville, SC

8d • $50,000 - $70,000 • Onsite

About The Position

A faith-based retirement planning and wealth management firm located in Greenville, SC is dedicated to helping individuals and families achieve their ideal retirement. We are adding a Client Experience Coordinator to the team! As a key member of our team, you will help us provide exceptional service to our clients as they plan for their financial futures. We pride ourselves on personalized service, clear communication, and integrity in guiding clients through retirement planning.

Requirements

• High School Diploma
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Demonstrates strong proficiency and confidence working across various platforms and operating system including Microsoft Office Suite, specifically Word and Excel
• Excellent communication; written and verbal
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Responsibilities

• Outstanding phone skills and a confident, friendly manner when speaking with clients
• Comfortable engaging with clients over the phone and in person throughout the day
• Work with Advisors and clients to prepare account paperwork for signing appointments
• Attend client appointments as necessary to assist the Advisor
• Work with Advisors to complete all notes, new account applications and account maintenance forms
• Submit all account applications to the carriers and confirm they are “in good order”
• Assign tasks to the Client Experience Team Manager to make sure the funding arrives for all new accounts
• Work with existing clients for account maintenance, deposits and withdrawals
• Set appointments for clients with their Advisor
• Learn the Redtail CRM system to keep track of personal tasks, enter any necessary client specific notes and schedule appointments as necessary

Benefits

• Salary $50,000 - $70,000 plus bonus potential
• Health Insurance after 30 days
• 401(k) with match after 90 days
• PTO after 90 days

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED