Client Experience Coordinator

Life Well Lived Financial Group (LWLFG); Colorado Springs (CO); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Life Well Lived Financial Group™ is seeking a Client Experience Coordinator for a hybrid role. You will deliver high-level client service, route calls, and manage calendars while maintaining client data in CRMs.

The position supports the Client Excellence Service Team and handles general office duties within a growing advisory practice. The ideal candidate has at least two years of excellent service experience, online scheduling familiarity, and strong computer literacy with CRMs, Outlook, and

Qualifications

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

Responsibilities

• Provide high-level client service and care.
• Handle and route calls; serve as initial contact for clients and vendors.
• Schedule and manage calendars.
• Maintain client data in Salesforce CRM (or other CRMs).
• Assist the Client Excellence Service Team in operations.
• Office management tasks including supplies and housekeeping coordination.
• Adhere to regulatory requirements and team policies.

Skills

Excellent service skills

Communication

Time management

Analytical thinking

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®. We strive to align all team members with their Unique Ability, so you focus on what you’re best at doing.

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.