Client Success Coordinator Financial Firm- Franklin, TN
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Job Location:
Franklin, NH - USA
Monthly Salary:
$ 50000 - 60000
Posted on:
29 days ago
Vacancies:
1 Vacancy
Job Summary
ClientSuccess Coordinator
Are you dependable and highly detail-oriented with great interpersonal skills and a passion for client satisfaction If you are looking for career satisfaction with a dynamic company we have the opportunity for you!
Our successful Financial Planning firm Beacon Capital Management in Franklin TN is seeking a Client Success Coordinator to ensure smooth day-to-day operations while providing superior customer service to the firms prospects clients and team members.
JobDescription:
As an essential member of the Beacon team this role ensures that visitors and clients are received in an excellent and professional manner and that all reception areas always operate at a high level and quality of service. A critical factor in the success of Beacon is that our guests and clients feel welcome safe and at ease when they call in or come in.
Responsibilities:
- To supervise the professional greeting of clients and visitors at the highest standards possible.
- Entering in data as needed for clients in designated CRM.
- Provide management oversight and implementation for operations involving the reception area including scheduling for hours of operation.
- Working with Accounting to enter in all receipts and invoices into designated software with proper categories and classifications.
- Managing (and ordering) office inventory/supplies as needed and oversee inventory levels.
- Notify advisors of client arrival and facilitate a positive client experience prior to the appointment.
- Manage the front lobby environment to maintain a best-in-class Ritz Carlton level of appearance.
- Reporting any important customer trends comments and observations to leadership.
- Manage phone and call routing. Working with leadership and the IT firm on any needed improvements software/hardware updates and adjustments to ensure quality of calls and quick response time.
- Working with Marketing on specific customer retention efforts including recognizing client special events (birthdays anniversaries etc.)
- Training for staff as needed on customer service/phone etiquette and implementation for the switchboard and other front of house software to maintain the integrity of customer service.
- On-going development of skills and knowledge for front of the house/customer service excellence.
Salary:
- $50000-$60000
Benefits:
- HealthInsurance
- PTO
- 401KMatch
Hours:
- Monday-Friday:8:00am 4:30pm
PresentedbyAdvisorEmployeeServices
Thank you for your interest in the Client Success Coordinator role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm but together have built a reputable and continously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Required Experience:
IC
Key Skills
- MAC
- HVAC
- Cabling
- Home Care
- Litigation Paralegal
