Client Experience Coordinator Greenville, SC

• Outstanding phone skills and a confident friendly manner when speaking with clients
• Comfortable engaging with clients over the phone and in person throughout the day
• Work with Advisors and clients to prepare account paperwork for signing appointments
• Attend client appointments as necessary to assist the Advisor
• Work with Advisors to complete all notes new account applications and account maintenance forms
• Submit all account applications to the carriers and confirm they are in good order
• Assign tasks to the Client Experience Team Manager to make sure the funding arrives for all new accounts
• Work with existing clients for account maintenance deposits and withdrawals
• Set appointments for clients with their Advisor
• Learn the Redtail CRM system to keep track of personal tasks enter any necessary client specific notes and schedule appointments as necessary

• High School Diploma
• Skilled in building strong trust-based relationships with clients by providing attentive personalized service and guidance
• Demonstrates strong proficiency and confidence working across various platforms and operating system including Microsoft Office Suite specifically Word and Excel
• Excellent communication; written and verbal
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct especially when handling confidential client information and financial matters

• Salary $50000 - $70000 plus bonus potential
• Health Insurance after 30 days
• 401(k) with match after 90 days
• PTO after 90 days

• In office: Monday Thursday 8:30am-5:00pm and Fridays 8am-noon
• Occasional evenings for client events

Required Experience:

IC