Client Experience Coordinator

Join a rapidly growing, successful hybrid RIA/BD financial advisory practice. We have a successful strategy of acquiring other practices, and an ambitious growth goal. We have several key strengths that make Life Well Lived Financial Group™ an attractive place to work –Our core values drive every business decision - You must align with our Core Values.1) Kind and Thoughtful – this is our non-negotiable value2) Always Growing3) Live our Best Lives4) Service to our CommunityWe simplify life so you can do more of what you love®. We strive to align all team members with their Unique Ability, so you focus on what you’re best at doing.Client Experience Coordinator Position Functions:Provide High Level Excellent Service and Client Care;Lead for handling and routing calls - You often will serve as the initial contact for incoming client and vendor calls;Scheduling and Calendar Management - managing the scheduling process;Client account maintenance including Salesforce CRM Management - enter and maintain client data in systems;Assist the Client Excellence Service Team in Operations;Office management - supplies, storeroom, cleaning people;Ability to adhere to rules and regulations as stated and required by regulators and our Team.Key Traits of a Successful Candidate:You must match with at least three of four of our Live Well Lived Living Values.Effective professional communication.Effective and efficient time management.Analytical and problem-solving skills.Positive attitude and sincere willingness to constantly learn and grow.Qualifications:Minimum two years’ experience with Excellent Service Skills;Client scheduling (on-line scheduling experience and management preferred);Computer literacy and experience with CRMs, Outlook and Excel.