Client Experience Coordinator

UNAVAILABLE; Fairview Heights (IL); On-site; USD 42,000 - 50,000; Full time

Job summary

The Hahs Group seeks a Client Experience Coordinator in Cape Girardeau, MO. This full-time role focuses on delivering exceptional client service, managing the CRM, and supporting lead advisors through scheduling reviews and information updates.

You will greet clients, maintain organized files, and collaborate across teams to ensure accurate client data and timely responses. A bachelor's degree is preferred; 1+ year in customer service required, with licensing within 90 days.

Qualifications

• Minimum 1 year of customer service experience in a professional office setting.
• Bachelor’s degree strongly preferred; candidates without a degree must have 5+ years in a similar role.
• Life and Health licensing must be obtained within 90 days of employment.
• Proficient with Microsoft Office and basic computer skills.
• Strong interpersonal, written and verbal communication skills.
• Must be organized and detail-oriented.

Responsibilities

• Greet clients and direct them to the appropriate contact.
• Identify marketing opportunities by running and managing reports in the client system.
• Manage Client Relationship Manager system and segment clients by opportunities.
• Schedule review meetings with lead advisors.
• Process client service requests and information updates.
• Maintain organized filing systems and assist with clerical tasks.
• Ensure coverage for the team through cross-training.
• Coordinate with clients and home office.
• Support team with special projects.

Skills

Customer service

Communication

Organization

Education

Bachelor's degree

Tools

CRM system

Microsoft Office

Job description

Who We Are

We help individuals, families and businesses develop a comprehensive financial plan for accomplishing their most important goals and objectives. Once the plan is in place, we keep clients accountable to their goals and track their progress along the way. We know that a majority of our work together comes down to trust and relationship, so we take the time to get to know our clients and the people who are important to them. We want our clients to feel safe to enjoy their lives in the moment knowing their future is secure.By effectively planning for tomorrow, our clients can live for today!

Faith | Service | Integrity | Professional Development | Generosity

Overview

Location: Cape Girardeau, MO

Job Title: Client Experience Coordinator

Type of Position: Full-time

Hours per week: 40

FLSA Classification: Non-exempt

Working Hours: 8:00am-5:00pm

The Client Experience Coordinator is an integral part of The Hahs Group. This role specializes in client service to ensure the maintenance of effective and organized processes to maintain client relationships. The Client Experience Coordinator serves as the primary contact for clients and guests in the Cape Girardeau Office.

Responsibilities

• Greet all individuals and direct them appropriately, answer and screen phone calls
• Proactively identify marketing opportunities through running and managing reports in the client system
• Manage Client Relationship Manager system – add or remove clients as needed, maintain updated client information, segment clients into groups based on identified opportunities
• Call clients to schedule review meetings with lead advisors
• Process client service requests/information updates for clients
• Maintain organized filing systems, both hard copy and digital – assist with other clerical tasks as needed
• Maintain adequate coverage for the team through cross-training in other areas of support
• Act as liaison among the team, clients, and home office
• Complete and/or assist with projects as needed by the team

Qualifications

• 1+ year experience in customer service and professional office settings required
• Bachelor’s degree strongly preferred - candidates without a degree must have 5+ years of experience in a similar role
• Obtain Life and Health licensing within 90 days of employment
• Possess basic computer and Microsoft Office experience
• Independent learner who seeks knowledge and is adaptable to change
• Strong interpersonal skills and written and oral communication skills
• Ability to excel in an organized and detail-oriented environment

Posted Salary Range

USD $42,000.00 - USD $50,000.00 /Yr.

FLSA Status

Non-Exempt