Client Experience Liaison
2 weeks ago
Bush Wealth Management is a growing wealth management firm seeking a Client Experience Coordinator to assist in its mission of helping clients achieve their financial goals.
Our Mission
At Bush Wealth Management, we empower people to live comfortably by planning wisely. As the first and last person clients see when they visit the office, the Client Experience Coordinator plays a crucial role in ensuring clients have a positive experience.
Key Responsibilities
- Greet clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office.
- Provide general administrative support, including data entry, mailing, scanning, and electronic filing.
- Handle incoming phone calls and prepare for meetings, including confirming appointments and setting up conference rooms.
- Develop and maintain electronic documentation of all activities in the Client Relationship Management system (Redtail CRM).
- Manage office and marketing supplies, including inventory and ordering.
- Utilize superior phone skills and proficiency with Microsoft Office Suite to excel in this role.
Why Work with Us
We offer a great working environment in a beautiful and professional office location, providing a great opportunity for growth and development.
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