Client Services Coordinator - Part Time

Your New Role

Join us as a Client Services Coordinator - Part Time.

Key Responsibilities

• Be the go-to resource for clients, assuring their requests are met with efficiency and warmth.
• Cook up top-notch service delivery and foster enriching client relationships.
• Guide and educate clients on financial journeys, including investment, retirement, and savings plans.
• Create bespoke financial strategies, enhancing client success stories.
• Champion opportunities for expanding client interactions through proactive communication.

What We Are Looking For

• Must be 18 or older with U.S. citizenship.
• A successful background check is required.
• Excellent communication prowess in both verbal and written forms.
• Obtain or already possess a Life Producer license within your first two weeks.
• Adept in CRM systems like Salesforce, with an eye for detail in reporting.
• Demonstrate strong analytical abilities for assessing client needs and crafting concise solutions.
• Proven knack for identifying new avenues for growth and client engagement.

Preferred Skills and Background

• Experience in customer service, educational roles, coaching, military, or athletics is highly valued.
• Entrepreneurial spirit with a self-driven and service-oriented mindset.
• Advanced negotiation or technical troubleshooting expertise can be beneficial assets.