Client Relationship Coordinator - Wealth Management

Voya Financial Advisors; Miamisburg (OH); On-site; USD 18,184 - 25,898; Part time

Benefits offered by this job

Professional development resources

Work-Life Balance Program

Job summary

A financial advisory firm in Miamisburg, OH is seeking a Client Relationship Manager. In this part-time, in-person role, you'll greet clients, manage appointments, and handle admin tasks. Candidates should have a positive attitude, a willingness to learn, and at least some college education (bachelor’s degree preferred). Starting pay is $16 per hour, with potential for increased responsibilities and pay over time. Proficiency in MS Office and a familiarity with Salesforce are important for success in this position.

Qualifications

• Eager to learn and provide great service to clients.
• Excellent attitude and client service orientation.
• Ability to multi-task and handle distractions.

Responsibilities

• Greet clients in a friendly manner.
• Handle incoming phone calls to connect clients with advisors.
• Assist in managing client information within Salesforce.

Skills

Client service orientation

Proficiency in MS Office

Excellent communication skills

Ability to use Salesforce and Mailchimp

Education

Bachelor's degree

Tools

Salesforce

Mailchimp

Job description

A financial advisory firm in Miamisburg, OH is seeking a Client Relationship Manager. In this part-time, in-person role, you'll greet clients, manage appointments, and handle admin tasks. Candidates should have a positive attitude, a willingness to learn, and at least some college education (bachelor’s degree preferred). Starting pay is $16 per hour, with potential for increased responsibilities and pay over time. Proficiency in MS Office and a familiarity with Salesforce are important for success in this position.