Client Support Specialist

7 days ago


Bloomington, United States Cedar Cove Wealth Partners Full time
About the Position

This is a part-time, in-person Client Coordinator role providing administrative support to clients and team members at Cedar Cove Wealth Partners. The ideal candidate will have excellent communication skills and be able to multitask effectively.

Key Responsibilities
  • Office Reception: Greet clients, answer phone calls, manage mail, and maintain office supplies.
  • Client Scheduling: Coordinate client meetings, send Calendly invitations, and troubleshoot scheduling conflicts.
Requirements
  • Communication Skills: Excellent written and verbal communication skills.
  • Administrative Experience: Previous experience in a client-facing or administrative role.
  • Technical Skills: Proficient in using business tools, such as Calendly, and Salesforce.
What We Offer

Cedar Cove Wealth Partners offers a competitive estimated salary of $25-$35 per hour based on the location and level of experience.



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