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BMS Financial Advisors, .L.L.C.
Rapid, SD | Part Time
$42k-54k (estimate)
2 Weeks Ago
Client Coordinator
$42k-54k (estimate)
Part Time 2 Weeks Ago
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BMS Financial Advisors, .L.L.C. is Hiring a Client Coordinator Near Rapid, SD

Job Summary:

We are seeking a detail-oriented Client Coordinator to join our team. The ideal candidate will be responsible for managing client inquiries, scheduling appointments with clients and prospective clients, provide marketing support, support 401k plans by handling incoming calls and providing exceptional customer service.

Duties: 60% of workload (Scheduling and Advisor Meetings)

- Respond to client inquiries via phone, email, and in-person
- Schedule appointments and maintain calendars
- Coordinate events and meetings for clients
- Provide administrative support to the team
- Maintain client records and ensure accuracy
- Handle customer support inquiries promptly and professionally

Duties: 40% of workload (Marketing Support)

- Develop and implement marketing campaigns on Social Media and coordinate office videos.

- Coordinate Mailings and Workshops

- Organize Small Luncheons

Requirements:

- Proven experience in customer service or a related field
- Excellent phone etiquette and communication skills
- Ability to type accurately and efficiently
- Strong organizational skills with attention to detail
- Ability to transcribe information accurately
- Experience in event planning is desirable

If you are a proactive individual with exceptional customer support skills and enjoy working in a fast-paced environment, we encourage you to apply for the Client Coordinator position.

Job Type: Part-time

Pay: $18.00 - $20.00 per hour

Expected hours: 32 per week

Benefits:

  • 401(k)
  • 401(k) matching
  • Flexible schedule
  • Paid time off
  • Retirement plan

Schedule:

  • 8 hour shift

Ability to Relocate:

  • Rapid City, SD 57702: Relocate before starting work (Required)

Work Location: In person

Job Summary

JOB TYPE

Part Time

SALARY

$42k-54k (estimate)

POST DATE

04/26/2024

EXPIRATION DATE

08/23/2024

WEBSITE

bmsadvisors.com

HEADQUARTERS

Rapid City, SD

SIZE

<25

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The following is the career advancement route for Client Coordinator positions, which can be used as a reference in future career path planning. As a Client Coordinator, it can be promoted into senior positions as a Customer Experience Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Coordinator. You can explore the career advancement for a Client Coordinator below and select your interested title to get hiring information.

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If you are interested in becoming a Client Coordinator, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Coordinator for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Coordinator job description and responsibilities

The Client Services Coordinator provides general administrative support to an office or group of sales professionals.

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The Client Services Coordinator provides program support, performs billing functions, and performs other administrative duties.

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The Client Services Coordinator will be responsible for functions related to Program Manager relationship management, audit services and program analytics.

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Client Coordinator also manage a team of production assistants (PAs) and assign them more menial tasks during a production.

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Client Coordinator are responsible for tracking any scheduling changes and ensuring the updates are published for crew and talent.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Coordinator jobs

Don’t be afraid to ask questions.

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Sign up for training opportunities.

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Build Relationships That Acknowledge the Whole.

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Build Trust Through Communication.

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Create unique landing pages for specific topics.

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Step 3: View the best colleges and universities for Client Coordinator.

Butler University
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