Client Relations Coordinator
Our successful financial planning firm in Edwardsville, IL is seeking a strong Client Relations Coordinator whose primary focus is working with our client and giving the best customer service. Our ideal candidate will be able to drive client engagement and rapport, have superb follow-up skills, detail oriented, and possess a sharp phone presence alongside great listening skills. If you want to be part of a driven organization with great initiatives, apply today!
Minimum Requirements:
- Industry knowledge/experience strongly preferred
- Experience with MS Office and ability to learn new software quickly
- CRM experience
This position requires that you possess the following skills:
- Superior communication skills
- Strong organization skills
- Attention to detail and accuracy
- Consistent follow-through
Responsibilities:
Daily priorities are to fill the Advisors schedules with qualified appointments. Additional daily, weekly, and/or monthly asks include:
- Receive incoming client service calls in a friendly manner
- Send Appointment reminders
- Maintain schedules and update
- Input notes into CRM and keep updated
- Maintain professional communication with clients and staff
- Assist with client updates, reports, and mailings
- Assist in setting client appointment for Advisor
Salary Base – $40,000
Benefits to be discussed during the interview process!
Presented by Advisor Employee Services Thank you for your interest in the Client Relations Coordinator role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Slagle Financial
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