Client Experience Lead, Financial Services

Vermillion Financial Advisors; South Barrington (IL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401k

Health & Life Insurance

Dental Plan

Educational Reimbursement

PTO

Paid Vacation

Job summary

Vermillion Financial Advisors is seeking a Client Relationship Coordinator to be the face of the engagement process for prospective clients. You will respond to inquiries, guide introductory conversations, assess fit, and coordinate a seamless handoff to the appropriate advisor.

This role suits someone who enjoys building relationships with high-net-worth individuals, supports onboarding, and collaborates with marketing.

Qualifications

• Bachelor's degree in business, marketing, finance, communications, or related field.
• 10+ years of experience in relationship management, business development, sales, or financial services preferred.

Responsibilities

• Respond quickly and professionally to inquiries from the website, events, leads, and referrals.
• Guide prospects through initial conversations to understand financial concerns and potential fit with Vermillion.
• Coordinate onboarding and handoffs to advisors with relevant background information.
• Track pipeline activity and share updates with firm leadership in the CRM (Salesforce).
• Collaborate with Marketing to reflect prospects' questions and priorities in messaging.

Skills

Relationship management

Business development

Sales support

Client engagement

Prospect communication

Education

Bachelor's degree in business, marketing, finance, communications, or related field

Tools

Salesforce

Job description

Vermillion Financial Advisors is seeking a Client Relationship Coordinator to be the face of the engagement process for prospective clients. You will respond to inquiries, guide introductory conversations, assess fit, and coordinate a seamless handoff to the appropriate advisor.

This role suits someone who enjoys building relationships with high-net-worth individuals, supports onboarding, and collaborates with marketing.