What are the responsibilities and job description for the Client Experience Coordinator position at OnePoint BFG Wealth Partners?
Company Description
Max Wilson Team at OnePoint BFG Wealth Partners is committed to providing personalized and long-term financial relationships, focused on achieving what matters most for our clients. We pride ourselves on being the trusted point of contact for life’s significant financial decisions, offering investment advisory and financial planning services that create a life by design.
Role Description
This is a full-time, on-site role for a Client Experience Coordinator located in Eagle, ID. The Client Experience Coordinator will be responsible for elevating client satisfaction and creating a seamless client experience. This role creates a warm and professional atmosphere, manages front-office operations, and addresses inquiries with prompt communication and professionalism. The position requires organization and proactivity with excellent communication skills and a passion for building relationships.
Qualifications
- Exceptional Communication abilities to effectively engage with clients and team members
- Strong Organization Skills to manage client interactions, appointments, and administrative responsibilities efficiently
- Dedication to enhancing the Customer Experience by providing attentive and proactive solutions
- Proficiency in using office software and CRM tools
- Ability to work collaboratively in a team-oriented environment
- Prior experience in client service or a related field preferred