Client Services Coordinator - Part Time

GFI-Team Ikigai • Binghamton, NY

4d • Remote

About The Position

About GFI Ikigai GFI Ikigai is dedicated to enriching individuals' financial literacy and empowering communities across the globe. Our pursuit of excellence is demonstrated through our innovative online tools and in-house training programs, fostering pathways of growth and financial independence. Your New Role: Client Services Coordinator Step into the dynamic role of Client Services Coordinator with GFI Ikigai, where you will orchestrate exceptional client interactions and reinforce our mission of community empowerment. As a vital communication hub, you'll support our clients and drive continued prosperity through teamwork and personalized service.

Requirements

• Must be 18 or older with U.S. citizenship.
• A successful background check is required.
• Excellent communication prowess in both verbal and written forms.
• Obtain or already possess a Life Producer license within your first two weeks.
• Adept in CRM systems like Salesforce, with an eye for detail in reporting.
• Demonstrate strong analytical abilities for assessing client needs and crafting concise solutions.
• Proven knack for identifying new avenues for growth and client engagement.

Nice To Haves

• Experience in customer service, educational roles, coaching, military, or athletics is highly valued.
• Entrepreneurial spirit with a self-driven and service-oriented mindset.
• Advanced negotiation or technical troubleshooting expertise can be beneficial assets.

Responsibilities

• Be the go-to resource for clients, assuring their requests are met with efficiency and warmth.
• Coordinate top-notch service delivery and foster enriching client relationships.
• Guide and educate clients on financial journeys, including investment, retirement, and savings plans.
• Facilitate the creation of bespoke financial strategies, enhancing client success stories.
• Champion opportunities for expanding client interactions through proactive communication.

Benefits

• Experience true work-life balance with a schedule crafted to your needs.
• Enjoy the flexibility and convenience of remote work, complete with cutting-edge tools and training.
• Unlock leadership opportunities and chart your career journey.
• Receive competitive pro-rated compensation ranging from $65,000 to $80,000, with the potential for personal growth and earnings linked to objectives.

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: No Education Listed