Client Experience Coordinator

Ann Arbor, MI - USA

Monthly Salary: $ 50000 - 55000

Posted on: 8 hours ago

Vacancies: 1 Vacancy

Job Summary

Summary

COR Financial Group a growing multi-state financial services practice with Thrivent is looking for a full-time Client Experience Coordinator to work in our Ann Arbor MI office. Are you a person of high integrity strong capability and have a genuine passion to care for others If so we would be excited to discuss how COR Financial Group nurtures those with a heart for service and a passion for helping others. This is an incredible opportunity for the right person to become a vital member of our team while having opportunity to grow professionally and financially.

Position Summary:
This position provides administrative support to our Lead Advisors. This role is critical to our member experience and requires a friendly upbeat demeanor. The role supports daily operations of the practice including but not limited to answering the phones meeting/greeting members assisting in coordination of client events for the Ann Arbor MI office utilizing proprietary software in support of client relations and other administrative tasks as assigned. If you would like to work with a team that values our deep customer relationships and proactive concierge customer service then this role is a great fit for you.

Benefits Include: 401k (with match) available after 6 months Paid Time Off Holiday Pay Medical Benefits (Medical Dental Vision Term Life Disability Health Savings Account)
Compensation: $50000 - $55000 salary dependent upon experience.

Job Description

Position Roles/Responsibilities/Accountabilities

Answer all incoming calls for the practice on the first ring and disperse them and any messages appropriately
Hospitality lead for the Ann Arbor office; including meeting and greeting clients
Attend and assist in coordination of all local client events
Physical site manager of the office
- Decorate the office for the holidays
- Manage the cleaning service
- Oversee the snow removal vendor to ensure safety of clients during the winter
Assist in coordinating team events & birthday celebrations
Assist in scheduling meetings with clients on behalf of the practices Advisors
Interface with contacts to coordinate mailings gifts and other communications
Perform routine administrative duties such as maintaining office supplies processing mail filing and disclosure delivery
Update contact management system with client contact and preference information
Assist in preparing file folders for client meetings
Support Administration Department in obtaining any needs for new business
Provide back-up support on tasks that do not require any type of licensing or registration for other staff members as needed
Keep sales team on track and assist with meeting support
Additional responsibilities may be assigned in accordance with business needs

Position Qualifications

Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint SharePoint Salesforce) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding of our products services and Thrivent Financial

Competencies

Planning/Organizing
Client Focus

Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the team
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

As part of COR Financial Group recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Required Experience:

SummaryCOR Financial Group a growing multi-state financial services practice with Thrivent is looking for a full-time Client Experience Coordinator to work in our Ann Arbor MI office. Are you a person of high integrity strong capability and have a genuine passion to care for others If so we would be...

Summary

Job Description

Position Roles/Responsibilities/Accountabilities

Answer all incoming calls for the practice on the first ring and disperse them and any messages appropriately
Hospitality lead for the Ann Arbor office; including meeting and greeting clients
Attend and assist in coordination of all local client events
Physical site manager of the office
- Decorate the office for the holidays
- Manage the cleaning service
- Oversee the snow removal vendor to ensure safety of clients during the winter
Assist in coordinating team events & birthday celebrations
Assist in scheduling meetings with clients on behalf of the practices Advisors
Interface with contacts to coordinate mailings gifts and other communications
Perform routine administrative duties such as maintaining office supplies processing mail filing and disclosure delivery
Update contact management system with client contact and preference information
Assist in preparing file folders for client meetings
Support Administration Department in obtaining any needs for new business
Provide back-up support on tasks that do not require any type of licensing or registration for other staff members as needed
Keep sales team on track and assist with meeting support
Additional responsibilities may be assigned in accordance with business needs

Position Qualifications

Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint SharePoint Salesforce) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding of our products services and Thrivent Financial

Competencies