Client Relations Coordinator

Job Description

REQUIREMENTS

• High School diploma or GED required.
• Excellent written and verbal communication skills.
• Strong customer service orientation.
• Minimum typing speed of 30 WPM.
• Strong interpersonal skills and ability to collaborate with individuals at all organizational levels.
• Excellent time management and organizational abilities.
• Ability to handle multiple responsibilities effectively.
• Proficiency in Microsoft Office and general office software/tools.
• Must have a reliable internet connection and a quiet, professional home workspace.

RESPONSIBILITIES

• Contact clients to schedule annual administrative review appointments for our advisors.
• Coordinate client and advisor schedules efficiently.
• Input scheduled appointments into our client management system.
• Conduct weekly quality control to ensure client satisfaction.
• Field inbound client inquiries.
• Perform other duties as assigned.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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