Client Experience Coordinator - Anderson, SC

Advisor Talent Solutions; Anderson (SC); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health Insurance after 30 days

401(k) with match after 90 days

PTO after 90 days

Job summary

Advisor Talent Solutions is working with a faith-based retirement planning and wealth management firm in Anderson, SC to hire a Client Experience Coordinator. You will be the primary contact for clients, handling calls and in-person visits, and supporting Advisors with paperwork and appointments.

The role requires a High School Diploma, strong client relationships, MS Office proficiency, excellent communication, and discretion with confidential information.

Qualifications

• HS diploma or equivalent required.
• Strong ability to build trusting relationships with clients.
• Proficient in MS Office; comfortable across platforms.

Responsibilities

• Provide outstanding client service via phone and in person.
• Prepare account paperwork for signing appointments with Advisors.
• Attend client appointments to assist the Advisor.
• Complete notes, new account applications and maintenance forms.
• Submit applications to carriers and ensure they are in good order.
• Assist with funding and account maintenance, deposits and withdrawals.
• Schedule appointments and learn Redtail CRM to track notes.

Skills

Client relationships

Excellent communication

Organizational skills

Attention to detail

Self-starter / initiative

Integrity & confidentiality

Team collaboration

Multi-platform proficiency

Education

High School Diploma

Tools

Microsoft Word

Microsoft Excel

Job description

A faith-based retirement planning and wealth management firm located in

Position: Client Experience Coordinator
Location: Anderson, SC

Overview:

A faith-based retirement planning and wealth management firm located in Anderson, SC is dedicated to helping individuals and families achieve their ideal retirement. We are adding a Client Experience Coordinator to the team! As a key member of our team, you will help us provide exceptional service to our clients as they plan for their financial futures. We pride ourselves on personalized service, clear communication, and integrity in guiding clients through retirement planning.

What You’ll Do:

• Outstanding phone skills and a confident, friendly manner when speaking with clients
• Comfortable engaging with clients over the phone and in person throughout the day
• Work with Advisors and clients to prepare account paperwork for signing appointments
• Attend client appointments as necessary to assist the Advisor
• Work with Advisors to complete all notes, new account applications and account maintenance forms
• Submit all account applications to the carriers and confirm they are “in good order”
• Assign tasks to the Client Experience Team Manager to make sure the funding arrives for all new accounts
• Work with existing clients for account maintenance, deposits and withdrawals
• Set appointments for clients with their Advisor
• Learn the Redtail CRM system to keep track of personal tasks, enter any necessary client specific notes and schedule appointments as necessary

What We’re Looking For:

• High School Diploma
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Demonstrates strong proficiency and confidence working across various platforms and operating system including Microsoft Office Suite, specifically Word and Excel
• Excellent communication; written and verbal
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

What You’ll Get:

Pay & Perks:

• Salary $50,000 - $70,000 plus bonus potential
• Health Insurance after 30 days
• 401(k) with match after 90 days
• PTO after 90 days

Schedule:

• In office: Monday - Thursday 8:30am-5:00pm and Friday's 8am-noon
• Occasional evenings for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com