Customer Service Associate
3 days ago
About Us
Emerald Financial Group is a dynamic and growing independent financial services practice of Thrivent. Our broad-based approach helps clients achieve multiple financial goals, backed by over 100 years of financial industry experience.
We're committed to delivering exceptional service and building lasting relationships with our clients. Our team is friendly, genuine, and family-like, and our passion shines through in our work every day.
Job Overview
We're seeking a determined and energetic Customer Service Coordinator to join our team as the backbone of our operations. This role requires a detail-oriented and operationally focused individual who is highly motivated and enjoys providing an exceptional customer experience.
The ideal candidate will be responsible for coordinating calendars, handling scheduling conflicts, and maintaining clear communication with all parties. You will also greet guests, answer and direct phone calls, manage correspondence, and support general office activities in a professional and efficient manner.
Responsibilities
- Coordinate and schedule 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 5-10 incoming calls a day and disperse them and any messages appropriately
- Maintain office supply inventory and process mail
- Maintain internal mailing lists, birthday card lists, and monthly calling lists
- Ensure the reception and common areas are kept clean, organized, and presentable at all times
Qualifications
- Previous experience working in scheduling
- Expert knowledge of Office applications
- Knowledge of CRM systems, phone systems, and office equipment
- Ability to maintain integrity of sensitive/confidential information
- Ability to identify issues and find solutions quickly, keeping operations running smoothly while experiencing frequent interruptions
Benefits
- Competitive pay: $20-$24/hour
- Medical, dental, and vision benefits after a 90-day introductory period
- Retirement savings plan with company match
- Paid time off
- Holiday pay
- Professional development opportunities
Location
Rochester, MN
Work Schedule
8:00 am - 5:00 pm
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