Client Services & Operations Coopdinator

Beacon-Legacy-Group

Deberry Heights (TN)

On-site

USD 42,000 - 56,000

Full time

8 days ago

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Benefits offered by this job

Paid time off
Paid sick leave
Paid holidays
Medical benefits
SIMPLE IRA with up to 3% match
Disability insurance
Bereavement leave

Job summary

Beacon Legacy Group is seeking a Client Services & Operations Coordinator to run client signings and client programs and to keep the office running smoothly. You will ensure every plan is signed correctly and every client program stays on schedule, while coordinating with the team to provide necessary resources for families.

The role is full-time and in-person, working Monday through Friday from 8:00 a.m. to 5:00 p.m., with benefits including paid time off, holidays, medical benefits, a SIMPLE

Responsibilities

  • Run client signings and client programs and to keep the office running smoothly
  • Make sure every plan is signed correctly and every client program stays on schedule
  • Ensure the team has what it needs to serve families well

Job description

Beacon Legacy Group is hiring a Client Services & Operations Coordinator to run the client signings and client programs and to keep the office running smoothly. You will make sure every plan is signed correctly, every client program stays on schedule, and the team has what it needs to serve families well.

Schedule & Benefits:
  • This is a full-time, in-person role, Monday through Friday, 8:00 a.m. to 5:00 p.m., with a one-hour lunch
  • Paid time off and paid sick leave, starting after 90 days
  • Paid holidays for full-time employees, starting after 90 days
  • Medical: the firm pays your membership at a direct primary care clinic, starting after 90 days
  • SIMPLE IRA with a firm match of up to 3%, available after one year
  • Short- and long-term disability coverage paid by the firm, starting after 90 days
  • Paid bereavement leave, starting after 90 days
  • Location: 640 N. Dixie Ave., Cookeville, TN 38501
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