Client Experience Coordinator (Financial Services)

WizeHire, Inc; Riverside (CA); On-site; USD 38,000 - 52,000; Full time

Job summary

Summit Solutions is seeking a Customer Service Representative to support families on their financial planning journey. You'll coordinate appointments, manage communications, and assist with administrative processes, ensuring clients feel informed and valued from the first contact.

You will interact with clients via phone, email, text, virtual meetings, and occasionally in person, with flexible full-time or part-time hours in a growth-oriented financial services environment.

Qualifications

• Must be organized and personable.
• Enjoy helping others.
• Able to communicate across multiple channels (phone, email, text, video).

Responsibilities

• Coordinate appointments with clients.
• Manage client communications across channels.
• Assist with administrative processes to support financial planning.

Skills

Organized

Personable

Communication skills

Job description

Summit Solutions is seeking a Customer Service Representative to support families on their financial planning journey. You'll coordinate appointments, manage communications, and assist with administrative processes, ensuring clients feel informed and valued from the first contact.

You will interact with clients via phone, email, text, virtual meetings, and occasionally in person, with flexible full-time or part-time hours in a growth-oriented financial services environment.