Client Relations Coordinator

2 weeks ago

Vancouver, Washington, United States Pettis Webber Pacific P.S. Full time
Job Overview

We are seeking a dedicated individual to join our team as an Intake Specialist. This role is pivotal in helping our firm achieve its objectives by serving as a friendly and supportive voice for potential clients reaching out through various channels. If you possess a natural ability to listen with compassion and enjoy engaging in meaningful conversations, we encourage you to explore this opportunity.

The Intake Specialist will play a crucial role in establishing communication with prospective clients, blending warmth with professionalism to build trust and confidence in our services. We are looking for someone who embodies authenticity while connecting with others and demonstrates a sincere commitment to fostering meaningful relationships.

Why Consider Joining Us?

  • Be part of a nurturing and collaborative team atmosphere
  • Opportunities for career advancement and skill development
  • Attractive salary and comprehensive benefits package
  • Engaging work that positively impacts our clients
  • A dynamic and enjoyable work environment

This is a FULL-TIME position with options for REMOTE or IN-OFFICE work. Initially, the selected candidate will work in the office for the first two months, after which remote work may be an option.

Compensation:

$20 per hour

Key Responsibilities:
  • Conduct Intake Conversations: Engage in intake calls with clients, showcasing a passion for meaningful dialogue over the phone. Collect relevant information with a warm and empathetic demeanor.
  • Arrange Quality Consultations: Schedule consultations, utilizing strong interpersonal skills and emotional intelligence to establish rapport and ensure comfort in discussing personal and financial matters.
  • Empower Clients: Focus on empowering clients rather than rescuing them, offering support and guidance while respecting their autonomy and decision-making process.
  • Attention to Detail: Maintain a meticulous approach, ensuring accuracy and completeness in client records, intake forms, and appointment scheduling.
  • Technical Proficiency: Utilize technical skills and/or demonstrate a willingness to learn systems for effectively managing client information, appointments, and follow-up tasks.
  • Intuition and Insight: Apply intuitive thinking to anticipate client needs and preferences, providing personalized support and recommendations to enhance their experience.
  • Lead Outreach Efforts: Conduct outreach to potential clients, engaging them with charm and professionalism to generate interest and schedule appointments.
  • Support Educational Events: Assist in organizing seminars and webinars, demonstrating professionalism and enthusiasm while engaging with participants and providing necessary administrative support.
Qualifications:
  • Ability to manage a high volume of incoming calls and maintain effective communication.
  • Experience working with the elderly, their families, and caregivers is preferred.
  • Willingness to learn and grow, actively seeking opportunities to enhance knowledge and skills to better serve clients and support the team.
  • Familiarity with modern office equipment and proficient computer skills.
  • Demonstrated follow-through on commitments made during client interactions, ensuring timely fulfillment of promises.
  • Proactive attitude with a passion for addressing client needs and making a positive impact.
  • High emotional intelligence during client interactions, with the ability to navigate sensitive discussions with compassion and clarity.
  • Prior experience in customer service or inbound sales is advantageous.
  • Ability to thrive in a fast-paced environment.
  • High school diploma; additional education or training is a plus.

In-office Requirements:

  • Business attire is required.
  • Must be able to lift 25 pounds from floor to overhead.
  • A valid driver's license and insurance coverage are necessary.
  • A current Notary Public license is required or the ability to obtain one.

Remote Position Requirements:

  • Individuals must be capable of working independently without constant supervision.
  • A stable internet connection is essential for effective communication and productivity.
  • A dedicated workspace ensuring privacy and confidentiality is necessary.
  • This position requires a U.S.-based location.
About Our Firm
  • Mission: Empowering individuals to experience greater joy and freedom from fear as they age.
  • Vision: Enhancing lives through estate planning and education.
  • Core Values: We prioritize truth, embrace vulnerability, view mistakes as lessons, and value authenticity. We strive for excellence and recognize the beauty in all aspects of life.

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