Customer Experience Coordinator

18 hours ago


Temecula, California, United States MSCCN Full time
About the Role: We are seeking a highly organized and detail-oriented Office Professional to join our team. In this role, you will be responsible for handling incoming telephone calls, responding to requests for information, and performing routine administrative duties such as maintaining office supplies and processing mail. You will also support projects, administration of various programs, and processing functions as needed. Additionally, you will drive client-facing activity in the practice by scheduling meetings with clients on behalf of the practice's Financial Professionals and update the contact management system with client contact and preference information.

As a key member of our team, you will have the opportunity to make a significant impact on our clients' experiences. We are looking for an individual who is passionate about delivering exceptional customer service and has a strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint). The salary range for this position is $40,000 - $60,000 per year, plus bonus.

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