Client Relations Coordinator

Profile

**MEMBERS ONLY**SIGN UP NOW***. is seeking a full-time Client Relations Coordinator to join our fast-growing company and provide exceptional, elevated service to ensure client goals and objectives are met. The ideal candidate for this position is a people-person, reliable, meticulous, one who thrives in a collaborative team environment and is highly motivated to meet and exceed expectations.
Our core values are the compass of our business and hiring process. We value humility, a job well done, and building relationships. These values guide us as we build, secure, and fulfill legacies for our employees and clients because everyone deserves to leave a legacy. Could we be yours?
Responsibilities
Develop strong and trusted relationships with clients and advisors through timely and accurate communications
Work directly with attorneys and the client management team to ensure best recommendations are made and fulfilled
Build and maintain solid relationships with team members
Proactively assess, clarify, and validate client needs on an ongoing basis
Gather information from the clients and their advisors to ensure client success
Resolve client matters in an accurate and timely manner
Maintain a comprehensive and accurate history for each client
Requirements
3 years of professional experience in finance, healthcare, legal, or business required
Proven experience building client relationships and providing consistent, elevated client experiences
Exceptional verbal, written, and interpersonal skills
Must have professional appearance and demeanor
Critical thinking and problem-solving skills
Ability to manage work with outstanding organization and time-management
Ability to keep exceptional notes and gather information from clients and advisors to ensure all records are complete and accurate
Thoroughly follows task procedures and meets multiple deadlines at one time
Ability to work in ambiguous environments and implement feedback
Proven ability to work independently and maintain strict confidentiality
Proficiency with Microsoft Suite
CRM experience preferred
Applicants must be available to work onsite, Monday Friday 8:25 a.m. 5:00 p.m.
Benefits
Annual Salary: $52,000 - $65,000 DOE*
Paid time off and paid holidays
Benefits include health, dental, vision, and life insurance, 401(k) matching, and gym membership reimbursement
**MEMBERS ONLY**SIGN UP NOW***.

Company info

Sign Up Now - FinancialServicesCrossing.com