Client Experience Lead – Retirement Planning

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

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.