Overview
Join a rapidly growing, successful hybrid RIA/BD financial advisory practice. We have a successful strategy of acquiring other practices, and an ambitious growth goal. We have several key strengths that make Life Well Lived Financial Group an attractive place to work –
Our core values drive every business decision - You must align with our Core Values.
- 1) Kind and Thoughtful – this is our non-negotiable value
- 2) Always Growing
- 3) Live our Best Lives
- 4) Service to our Community
- We simplify life so you can do more of what you love®. We strive to align all team members with their Unique Ability, so you focus on what you’re best at doing.
Client Experience Coordinator Position Functions:
- Provide High Level Excellent Service and Client Care;
- Lead for handling and routing calls - You often will serve as the initial contact for incoming client and vendor calls;
- Scheduling and Calendar Management - managing the scheduling process;
- Client account maintenance including Salesforce CRM Management - enter and maintain client data in systems;
- Assist the Client Excellence Service Team in Operations;
- Office management - supplies, storeroom, cleaning people;
- Ability to adhere to rules and regulations as stated and required by regulators and our Team.
Key Traits of a Successful Candidate:
- You must match with at least three of four of our Live Well Lived Living Values.
- Effective professional communication.
- Effective and efficient time management.
- Analytical and problem-solving skills.
- Positive attitude and sincere willingness to constantly learn and grow.
Qualifications:
- Minimum two years’ experience with Excellent Service Skills;
- Client scheduling (on-line scheduling experience and management preferred);
- Computer literacy and experience with CRMs, Outlook and Excel.
Pay: From $18.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Experience:
- High level Service: 2 years (Preferred)
- Appointment scheduling: 1 year (Preferred)
- CRM software: 1 year (Preferred)
Work Location: In person
