Client Experience Coordinator-Part Time

Client Experience Coordinator-Part Time Pueblo, CO Job Details Part-time From $18 an hour 4 hours ago Qualifications Computer operation Microsoft Outlook Computer literacy Administrative experience Data entry CRM system proficiency Appointment scheduling Full Job Description Overview Join a rapidly growing, successful hybrid RIA/BD financial advisory practice. We have a successful strategy of acquiring other practices, and an ambitious growth goal. We have several key strengths that make Life Well Lived Financial Group an attractive place to work

• Our core values drive every business decision
• You must align with at least ¾ of our Core Values. 1) Kind and Thoughtful
• this is our non-negotiable value 2) Always Growing 3) Live our Best Lives 4) Service to our Community We simplify life so you can do more of what you love.

™ We strive to align all team members with their Unique Ability, so you focus on what you're best at doing.

Client Experience Coordinator Position Functions:

Provide High Level Excellent Service and Client Care; Answering and routing calls

• You often will serve as the initial contact for incoming client and vendor calls; Scheduling client appointments
• Managing the scheduling process; Support marketing efforts (social media, client touches) and help organize and execute client appreciation events; Learn our "Cascade Journey for a Life Well Lived" service model and how we deliver financial planning excellence; Enter and maintain client data in systems like Salesforce CRM; Ability to adhere to rules and regulations as stated and required by regulators and our Team .

Key Traits of a

Successful Candidate:

You must match with at least three of four of our Live Well Lived Living Values. Effective professional communication. Effective and efficient time management. Analytical and problem-solving skills. Positive attitude and sincere willingness to constantly learn and grow.

Qualifications:

Minimum two years' experience with Excellent Service Skills; Client scheduling (on-line scheduling experience and management preferred); Computer literacy and experience with CRMs, Outlook and Excel.

Pay:

From $18.00 per hour

Work Location:

In person