Client Experience & Onboarding Coordinator

Geiger Wealth; Oak Brook (IL); On-site; USD 49,500 - 60,500; Full time

Job summary

A financial services firm in Oak Brook is seeking a Client Experience Manager to ensure smooth operations while delivering superior customer service. This role involves managing client calls and appointments, processing new business applications, and maintaining organized databases. Ideal candidates will have financial industry experience and strong communication skills, both verbal and non-verbal. The position offers an annual salary of $55,000.

Qualifications

• Prior experience working in the financial industry is preferred.
• Life Insurance & Securities License(s) preferred.

Responsibilities

• Receive incoming client service calls in a friendly manner.
• Set new appointments with prospective leads.
• Manage office calendar for appointments.
• Process and follow-up on client service work.
• Complete and process new business applications.
• Maintain organized filing systems and databases.

Skills

Attention to detail

Verbal communication

Non-verbal communication

Job description

A financial services firm in Oak Brook is seeking a Client Experience Manager to ensure smooth operations while delivering superior customer service. This role involves managing client calls and appointments, processing new business applications, and maintaining organized databases. Ideal candidates will have financial industry experience and strong communication skills, both verbal and non-verbal. The position offers an annual salary of $55,000.