Client Experience Coordinator

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. #J-18808-Ljbffr Life Well Lived Financial Group (LWLFG)