Customer Service Coordinator Specialist
1 day ago
Company Overview
We are a growing financial services practice dedicated to helping clients achieve multiple financial goals. With over 100 years of experience, we're committed to delivering exceptional service and building lasting relationships.
Why This Role Matters
This is an exciting opportunity for a detail-oriented and energetic individual to join our operations team as a Customer Service Coordinator. You will play a key role in delivering outstanding customer service and ensuring smooth office operations.
Your Key Responsibilities
- Coordinate appointments, meetings, and events for internal teams and clients
- Update the contact management system with client/member contact and preference information (Salesforce)
- Greet clients and visitors when they arrive at our practice
- Answer incoming calls and disperse messages appropriately
- Maintain office supply inventory and process mail
- Maintain internal mailing lists, birthday card lists, and monthly calling lists
- Ensure reception and common areas are kept clean, organized, and presentable
- Complete miscellaneous tasks as assigned
What We Offer
- Competitive pay: $23 per hour based on experience
- Medical, dental, and vision benefits after 90 days
- Retirement savings plan with company match
- Paid time off
- Holiday pay
- Professional development opportunities
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