Client Coordinator - Cedar Cove Wealth Partners

Job Description

Job Description

Organization/Business Overview: 

Cedar Cove Wealth Partners is an independent financial services firm of Thrivent Advisor Network.  We help our clients build a financial strategy around what’s important to them. Because life isn’t just about making more, it’s about doing more with what you have.

Position Summary:

This position provides administrative support to the clients and team at Cedar Cove Wealth Partners.  This role is critical to our client experience and requires a friendly, upbeat demeanor.  The Client Coordinator supports the firm's daily operations and is employed by SBE, LLC.

This role is a part-time, in-person position that requires work on Monday (6-8 hours), Tuesday (6-8 hours) and one additional weekday (6-8 hours).

Position Roles/Responsibilities/Accountabilities:

Office Reception (50%)

• Greet clients in person at our Bloomington office on Mondays & Tuesdays.
• Inbound Communication: Answer, screen and triage phone calls and emails to the appropriate team members. Check and respond to phone messages. Maintain out of office phone message.
• Monitor inventory and order office supplies, beverages, and hospitality items for visiting clients and Cedar Cove team members.
• Processing of mail (incoming and outgoing), UPS and FedEx shipments on Mondays and Tuesdays.
• Keep common areas clean and tidy. Keep the lobby area visually appealing and hospitable.
• Coordinate conference room scheduling for external and internal meetings.
• First point of contact for booking Wells Fargo Tower conference room space.
• Coordinates scheduling for clients and third-party business partners that respond to meeting invitations by phone.
• Assist with large-scale client paperwork scanning or photocopying projects as needed.
• Serve as primary in-office support for staff working remotely.

Client Scheduling (50%)

• Send out Calendly invitations to clients based on firm calendar. Follow-up with clients not responding in a timely manner.
• Troubleshoot scheduling conflicts based on firm needs.
• Send meeting reminders to clients not receiving them automatically through Calendly.
• Link advisor Outlook appointments to CRM (Salesforce) when not happening automatically.

Other Responsibilities

• Additional responsibilities may be assigned in accordance with licensure and business needs.

Position Qualifications

• Ability to handle multiple tasks and maintain a high quality of work/client service while experiencing frequent interruptions
• Previous client service, calling, and administrative experience highly desired
• Previous Calendly experience highly desired
• Strong technical computer aptitude and knowledge of business tools or ability to learn
• Ability to maintain integrity of sensitive/confidential information
• Ability to learn basic financial terminology and concepts

Competencies

• Customer Focus
• Communication
• Attention to Detail & Efficiency
• Interpersonal Skills
• Planning/Organizing
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of Cedar Cove Wealth Partners
• Must be able to represent the organization in work with clients
• Must be sensitive to clients going through difficult life experiences
• Must be able to work with clients and coworkers with diverse backgrounds and identities

Cedar Cove Diversity, Equity, & Inclusion Statement
We believe everyone deserves financial peace of mind. At Cedar Cove Wealth Partners, we strive to shape a world where this is accessible to all.

We will advance the principles of inclusion, equity, and diversity in our firm and community. Core actions include:

• Empowering  our clients with the knowledge and tools to achieve their financial goals, regardless of their identities, personal beliefs, or affiliations.
• Connecting  individuals to resources for financial advice that best aligns with their goals and needs.
• Investing in initiatives that support economic sustainability, social justice, and access to financial planning resources.
• Providing opportunities  for our team members to leverage their talents to educate and support historically underserved populations.
• Rethinking  how we acquire and retain talent to cultivate an organization that celebrates diversity.