Client Experience Coordinator - Anderson, SC
About The Position
A faith-based retirement planning and wealth management firm in Anderson, South Carolina, is hiring a Client Experience Coordinator to help provide personalized service and clear communication to clients planning for their financial futures. The coordinator works with clients and Advisors on appointments, account paperwork, account applications, and account maintenance, while using the Redtail CRM system to track tasks, enter client notes, and schedule appointments. The position is based in the office Monday through Thursday from 8:30 a.m. to 5:00 p.m. and Friday from 8:00 a.m. to noon, with occasional evenings for client events.
Requirements
- High school diploma.
- Ability to build strong, trust-based client relationships through attentive, personalized service and guidance.
- Proficiency and confidence using various platforms and operating systems, including Microsoft Office Suite, particularly Word and Excel.
- Excellent written and verbal communication skills.
- Collaborative team player willing to assist others.
- Strong organizational skills, including managing multiple client requests and prioritizing time-sensitive tasks.
- Meticulous attention to detail and commitment to accuracy.
- Self-starter who takes initiative and works well independently.
- Strong integrity and commitment to ethical conduct, especially when handling confidential client information and financial matters.
Responsibilities
- Communicate with clients by phone and in person, providing a confident, friendly manner and attentive service.
- Work with Advisors and clients to prepare account paperwork for signing appointments.
- Attend client appointments as needed to assist the Advisor.
- Work with Advisors to complete notes, new account applications, and account maintenance forms.
- Submit account applications to carriers and confirm that they are in good order.
- Assign tasks to the Client Experience Team Manager to ensure funding arrives for new accounts.
- Assist existing clients with account maintenance, deposits, and withdrawals.
- Schedule client appointments with their Advisor.
- Learn and use the Redtail CRM system to track personal tasks, enter client-specific notes, and schedule appointments.
Benefits
- Health insurance after 30 days.
- 401(k) with match after 90 days.
- PTO after 90 days.
- Bonus potential.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
High school or GED
