Client Service Coordinator

AmeriLife • Atlanta, GA

2d • Onsite

About The Position

FFA is dedicated to delivering exceptional client experiences while empowering our advisors to reach their highest potential. As we expand our service, we are seeking a highly organized and personable Client Services Coordinator to serve as the central hub for House Account management, inbound prospect intake, and advisor-client transitions.

Responsibilities

• House Account Client Management Serve as the main point of contact for House Account clients, conducting regular service meetings and ensuring satisfaction Maintain through CRM documentation and coordinate with licensed advisors for any planning or product needs
• Inbound Prospect and Call Management Respond to inbound calls and inquiries, screen prospects, and gather intake information Assign qualified leads to appropriate advisors and track lead source and status for reporting
• Advisor Transitions & Client Reassignments Assist with reassigning clients when advisors exit, ensuring a smooth transition or conversion to House Accounts Communicate with clients throughout the process to maintain continuity and trust
• Operational support & Process Development Build and refine workflows for client servicing, intake, and reassignment processes. Document procedures and collaborate with leadership to improve efficiency and scalability

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees