Client Experience Coordinator

Life Well Lived Financial Group (LWLFG); Colorado Springs (CO); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Life Well Lived Financial Group is seeking a Client Experience Coordinator to join our rapidly growing hybrid RIA/BD financial advisory practice. You will be the initial contact for client and vendor calls and manage scheduling and client data in our systems.

The successful candidate will demonstrate strong communication, time management, problem-solving, and a positive attitude, with at least two years' experience delivering excellent service and proficiency with CRMs, Outlook and Excel.

Qualifications

• Minimum two years’ experience with excellent service skills.
• Client scheduling (online scheduling experience and management preferred).
• Computer literacy and experience with CRMs, Outlook and Excel.

Responsibilities

• Provide High Level Excellent Service and Client Care.
• Lead for handling and routing calls; initial contact for incoming client/vendor calls.
• Scheduling and Calendar Management; manage the scheduling process.
• Client account maintenance including Salesforce CRM; enter and maintain client data.
• Assist the Client Excellence Service Team in Operations.
• Office management; supplies, storeroom, cleaning people.
• Adhere to rules and regulations as stated and required by regulators and our Team.

Skills

Effective professional communication

Time management

Analytical problem-solving

Positive attitude and willingness to学习

Tools

CRMs

Outlook

Excel

Job description

Join a rapidly growing, successful hybrid RIA/BD financial advisory practice. We have a successful strategy of acquiring other practices, and an ambitious growth goal. We have several key strengths that make Life Well Lived Financial Group an attractive place to work –

Our core values drive every business decision - You must align with our Core Values.

• 1) Kind and Thoughtful – this is our non-negotiable value
• 2) Always Growing
• 3) Live our Best Lives
• 4) Service to our Community
• We simplify life so you can do more of what you love.

Client Experience Coordinator Position Functions:

• Provide High Level Excellent Service and Client Care;
• Lead for handling and routing calls - You often will serve as the initial contact for incoming client and vendor calls;
• Scheduling and Calendar Management - managing the scheduling process;
• Client account maintenance including Salesforce CRM Management - enter and maintain client data in systems;
• Assist the Client Excellence Service Team in Operations;
• Office management - supplies, storeroom, cleaning people;
• Ability to adhere to rules and regulations as stated and required by regulators and our Team.

Key Traits of a Successful Candidate:

• You must match with at least three of four of our Live Well Lived Living Values.
• Effective professional communication.
• Effective and efficient time management.
• Analytical and problem-solving skills.
• Positive attitude and sincere willingness to constantly learn and grow.

Qualifications:

• Minimum two years’ experience with Excellent Service Skills;
• Client scheduling (on-line scheduling experience and management preferred);
• Computer literacy and experience with CRMs, Outlook and Excel.