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.