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Picture a career where your expertise in finance, insurance, and customer support unlocks a world of opportunities. Introducing Retirement Outfitters, a progressive firm specializing in retirement planning, wealth management, and investment advice, flourishing in Grand Junction, CO. Our goal is to navigate our clients towards a confident and secure retirement. Currently, we are on the hunt for an exceptional Client Service Representative to join our team!
The Role (We will train the right person!)
Your mission is to be the backbone of our client experience. From scheduling prospective clients and making our existing clients feel valued and supported, your role is crucial in our shared success. You'll be the wizard behind the curtain, ensuring every I is dotted and every T is crossed regarding applications and paperwork.
Responsibilities:
Qualifications and Skills:
Why Us?
Joining Retirement Outfitters is about more than just a job. It's about being part of a family that values growth, both for our clients and our team. You'll have the chance to advance, taking on new responsibilities and shaping your career path. This role is perfect if you're feeling stuck or ready for a significant step forward. We're a people-first, sales-driven business where your work directly contributes to our mission of helping more people live better financial lives.
Job Type: Full-time
Salary: $45,000.00 - $55,000.00 per year
Benefits:
Schedule:
Supplemental pay types:
Ability to Relocate:
Job Type: Full-time
Pay: $45,000.00 - $55,000.00 per year
Benefits:
Compensation package:
Schedule:
Work Location: In person
Full Time
Investment Management
$57k-75k (estimate)
04/23/2024
05/03/2024
magellangroup.com.au
DAWES POINT, NEW SOUTH WALES
100 - 200
2006
BRETT PETER CAIRNS
$200M - $500M
Investment Management
The job skills required for Client Service Coordinator include Client Service, Scheduling, Planning, Financial Services, Wealth Management, Administrative Support, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Coordinator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Coordinator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Coordinator positions, which can be used as a reference in future career path planning. As a Client Service Coordinator, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Coordinator. You can explore the career advancement for a Client Service Coordinator below and select your interested title to get hiring information.
If you are interested in becoming a Client Service 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 Service Coordinator for your reference.
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Quotes from people on Client Service Coordinator job description and responsibilities
Client service coordinators help companies meet the clients' specifications and business goals.
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Additionally, they liaise with various departments to provide solutions to client's problems.
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Providing clients with technical assistance on products and services.
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Responding to service calls from clients or customers and dispatching a particular query to the relevant customer care associate.
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Attention to detail ensures that the client's project and requests are completed on time.
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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 Service Coordinator jobs
A client service coordinator must have excellent communication and customer service skills, especially on managing and organizing client accounts.
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The job title of service coordinator can apply to many different fields.
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These positions require familiarity with customer services tools and programs.
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Candidates for this position must have strong communications skills, superior customer service abilities, effective time-management, and attention to detail.
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Set developmental goals of personal growth to continually expand personal communication skills with all clients.
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