Client Experience Coordinator
4 weeks ago
At Sandy Morris Financial, we're seeking a highly skilled Client Experience Coordinator & Executive Assistant to join our team. This role is instrumental in delivering exceptional service to clients, managing front desk operations, and assisting the executive team.
Key Responsibilities:
- Greet clients warmly and provide a personalized experience
- Manage front desk operations, including answering calls and scheduling appointments
- Maintain and update client preferences in Salesforce with accuracy
- Assist the Executive Director of Operations with calendar management, meeting coordination, and administrative tasks
- Order office supplies, manage inventory, and ensure the office is well-organized and welcoming
- Bake fresh cookies daily to enhance the client experience
Qualifications:
- 2+ years of experience in an administrative or client-facing role
- Proficiency in Salesforce or similar CRM systems
- Strong organizational skills and attention to detail
- Excellent communication and interpersonal skills
Benefits:
- Competitive salary with performance-based bonuses
- Health, dental, vision, and 401(k) benefits
- Paid Time Off (PTO) and opportunities for career growth within Sandy Morris Financial
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