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We are looking for a Client Relations Coordinator who will undertake various administrative tasks. The tasks of the Client Relations Coordinator will include answering phones to screen prospective clients and serving as the primary point of contact for client recognition, events and important milestones.
The ideal candidate will be competent with Google Workspace. They will be self-motivated and trustworthy.
Responsibilities:
Client Relationship Management:
-Identify and track important milestones and special occasions for clients, such as birthdays, anniversaries, or business achievements.
-Maintain accurate records of client preferences, history, and interactions to ensure future interactions are personalized and tailored.
-Organize Client Events
-Prepare for the client appointments
-Reporting
Financial Screening Responsibilities:
-Conduct initial screening of incoming calls from individuals seeking financial advice.
-Gather information about the prospects's financial goals and other relevant factors.
-Evaluate the prospects eligibility for financial advisor services based on predetermined criteria.
-Maintain accurate records of prospects interactions.
-Handle scheduling prospective client appointments using the appropriate systems.
-Collaborate with the financial advisory team to share relevant information and insights gathered during the screening process.
Experience:
-Proficiency in the Google Workspace
- Excellent organizational skills with the ability to prioritize tasks effectively
- Exceptional communication skills, both written and verbal
- Demonstrate excellent phone etiquette when communicating with internal and external callers
-Strong level of commitment to teamwork
Hours:
Monday - Friday. 9am-4pm
This position offers a competitive salary based on experience. We also provide benefits such as health insurance and paid time off. If you are a detail-oriented individual with strong organizational skills and experience in the financial industry, we encourage you to apply.
Please submit your resume along with a cover letter highlighting your relevant experience to be considered for this position.
Job Type: Full-time
Pay: From $40,000.00 per year
Benefits:
Shift:
Weekly day range:
Work setting:
Ability to Commute:
Work Location: In person
Full Time
$53k-71k (estimate)
05/08/2024
05/14/2024
talonwm.com
The Villages, FL
<25
The job skills required for Client Relations Coordinator include Futures, Communication Skills, Insight, Scheduling, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Relations 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 Relations Coordinator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Relations Coordinator positions, which can be used as a reference in future career path planning. As a Client Relations Coordinator, it can be promoted into senior positions as an Account Executive - Advertising that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Relations Coordinator. You can explore the career advancement for a Client Relations Coordinator below and select your interested title to get hiring information.