Client Relations Coordinator

1 week ago

St Louis, Missouri, United States The Chamberlin Group Full time

The Chamberlin Group is a rapidly expanding financial services firm that stands out in the industry.

If you are a driven individual eager to cultivate client relationships and enhance our service delivery, we invite you to explore this opportunity.

We pride ourselves on our distinct approach, which you can verify through our website and client testimonials. Our mission is clear: we serve those entering retirement, focusing on their aspirations and dreams to ensure they transition with confidence and a solid plan.

As a Client Relations Coordinator, your enthusiasm for client engagement and meticulous attention to detail will significantly influence our clients' financial journeys.

Key Responsibilities:

  • Act as the primary point of contact for clients, establishing trust and rapport while providing exceptional support.
  • Facilitate effective communication among clients and team members, ensuring the seamless exchange of information.
  • Proactively address client concerns and deliver innovative solutions to enhance their experience.
  • Support our Financial Planner team by managing administrative tasks, including client onboarding, document processing, and meeting coordination.
  • Safeguard client confidentiality by maintaining organized and secure records.
  • Respond promptly to client inquiries, ensuring they feel valued and understood.

Performance Metrics:

As a Client Relations Coordinator, your success will be measured by your ability to:

  • Retain clients through outstanding service and support.
  • Efficiently resolve client issues while ensuring a positive experience.
  • Provide essential administrative support to the Financial Planner team.
  • Maintain accurate and organized client files and reports.

Qualifications:

To excel in this role, you should possess the following traits and skills:

  • A college degree or relevant experience demonstrating your ability to learn and commit to long-term initiatives.
  • Up to 2 years of experience in customer service or the financial sector.
  • Proficiency in Microsoft Office, G-Suite, and CRM systems.
  • Exceptional communication and interpersonal skills with a focus on client satisfaction.
  • Strong attention to detail and the ability to prioritize tasks in a dynamic environment.

Compensation and Benefits:

We offer a competitive hourly rate of $20.00, reviewed biannually to ensure alignment with industry standards. Additional benefits include:

  • Participation in our incentive program with potential annual bonuses after one year of service.
  • A comprehensive benefits package covering medical, dental, vision, and various supplementary options.
  • A generous Paid Time Off (PTO) policy, starting at 15 days, with increased accrual based on tenure.
  • 401k retirement plan eligibility after one year, with a company contribution.
  • Opportunities for professional growth, including training and certifications.

At The Chamberlin Group, we are dedicated to creating a collaborative and enjoyable work environment where our team members can thrive.

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