Client Experience Coordinator
2 weeks ago
We are a boutique investment advisory firm based in Burlingame serving retirees and their families. Our firm distinguishes itself by our standard of exceptional client experience, with an efficient and productive team. We are seeking a motivated individual who is looking to learn and grow professionally within the financial services industry.
The Opportunity:
The Client Experience (CX) Coordinator supports the execution of the firm's client experience strategy and identifies opportunities for improvement, for both standard daily operations as well as individualized client interactions. They are part of a team that is expected to support the advisors with their time so they can focus on meetings with clients and prospects.
Key Responsibilities:
- Support a culture of building relationships and personalizing client experiences
- Deliver an exceptional welcome to every client, prospect and partner upon entry and ensure outstanding hospitality throughout the visit
- Maintain lobby as welcoming environment with opportunities for positive discovery
- Facilitate CX with appointment confirmations and preparations
- Assist clients with simple administrative requests
- Handle phone duties, including incoming calls, relaying messages and appointment setting
- Assist the team with client development related activities, including data entry and reporting
- Utilize firm's CRM to gain client knowledge, update client files and mine for opportunities
- Facilitate regular client outreach through email campaigns and event management
Create Welcoming Office Environment:
- Participate in daily set up and shut down of office
- Control and maintain advisors' calendars to facilitate exceptional CX
- Support the general upkeep and appearance of the lobby and common areas
- Maintain and replenish supplies in common areas
- Accept incoming packages and distribute as appropriate
- Assist with special projects as needed
Your Qualifications:
- Ability to project a positive, approachable, enthusiastic and professional image in personal appearance, manner, and demeanor
- Strong work ethic with high level of integrity and ethics
- Punctual and reliable
- Strong understanding of client service needs and priorities (internal and external)
- Solid critical thinking skills and the ability to exercise sound judgment
- High degree of attention to detail while sticking to a timeline
- Strong organizational skills
- Strong analytical skills
- Impeccable communication skills in-person, over the phone and via email
- Comfortable working in small office environment
- Ability to work in a cyclical, evolving environment
- High level of proficiency in MS Office Suite tools
- Past CX and/or CRM experience preferred
- Should spend at least 20 hours per year in continuing education related to job duties
Why Us:
At EH Shum Financial Solutions, we are committed to providing attentive service, tailored to each client's specific needs. Our clients benefit from our professional and honest approach of keeping their best interests in mind and presenting advice in easily understandable terms.
We strive to do the same with our employees through transparency and communication. We also offer benefits including:
- Participation in the company retirement plan
- Paid holidays and vacation time
- Health insurance
Full-time position. Regular office hours are Monday through Friday 8:00 am to 5:00 pm. Very occasional evening and weekend duties. Salary depending on experience.
-
Client Experience Coordinator
4 days ago
Burlingame, United States EH Shum Financial Solutions Full timeWe are a boutique investment advisory firm based in Burlingame serving retirees and their families. Our firm distinguishes itself by our standard of exceptional client experience, with an efficient and productive team. We are seeking a motivated individual who is looking to learn and grow professionally within the financial services industry. The...
-
Client Experience Coordinator
2 weeks ago
Burlingame, United States EH Shum Financial Solutions Full timeWe are a boutique investment advisory firm based in Burlingame serving retirees and their families. Our firm distinguishes itself by our standard of exceptional client experience, with an efficient and productive team. We are seeking a motivated individual who is looking to learn and grow professionally within the financial services industry. The...
-
Client Experience Coordinator
2 weeks ago
Burlingame, United States EH Shum Financial Solutions Full timeWe are a boutique investment advisory firm based in Burlingame serving retirees and their families. Our firm distinguishes itself by our standard of exceptional client experience, with an efficient and productive team. We are seeking a motivated individual who is looking to learn and grow professionally within the financial services industry.The...
-
Client Coordinator
1 month ago
Burlingame, United States TridentCare Full timeTASKS AND RESPONSIBILITIES: Complete timely collection activity on aged accounts receivables. Prepare, edit, submit account billing, collections, and corrections in accordance with customer contract and associated documents. Ensure all invoices are transferred to the client accurately according to the timeframe set forth in the...
-
Surgery Coordinator
1 month ago
Burlingame, United States San Mateo Podiatry Group Full time**Job Description: Surgery Coordinator / Treatment Coordinator** **About The Company**: **San Mateo Podiatry Group** is the most established foot and ankle specialty practice in Northern California, founded in 1917. We deliver state of the art solutions for foot and ankle problems to help our clients become their best selves. We're growing, and looking for...
-
Account Coordinator
5 days ago
Burlingame, United States Innowave Marketing Group Full timeThe Account Coordinator provides support to the Account Management team, IT team, Merchandising team, Marketing team, department leader and our clients. Most duties center around administration, project tracking, research, proofing, website testing, creating client quotes, creating and graphically enhancing presentations and marketing collateral needs while...
-
Account Coordinator
3 days ago
Burlingame, United States Innowave Marketing Group LLC Full timeJob DescriptionJob DescriptionThe Account Coordinator provides support to the Account Management team, IT team, Merchandising team, Marketing team, department leader and our clients. Most duties center around administration, project tracking, research, proofing, website testing, creating client quotes, creating and graphically enhancing presentations and...
-
Account Coordinator
22 hours ago
Burlingame, United States Innowave Marketing Group LLC Full timeJob DescriptionJob DescriptionThe Account Coordinator provides support to the Account Management team, IT team, Merchandising team, Marketing team, department leader and our clients. Most duties center around administration, project tracking, research, proofing, website testing, creating client quotes, creating and graphically enhancing presentations and...
-
Account Coordinator
5 days ago
Burlingame, United States Innowave Marketing Group LLC Full timeJob DescriptionJob DescriptionThe Account Coordinator provides support to the Account Management team, IT team, Merchandising team, Marketing team, department leader and our clients. Most duties center around administration, project tracking, research, proofing, website testing, creating client quotes, creating and graphically enhancing presentations and...
-
Agent Experience Manager
2 days ago
Burlingame, United States Modus Closing Full timeAt Compass, our mission is to help everyone find their place in the world. Founded in 2012, we’re revolutionizing the real estate industry with our end-to-end platform that empowers residential real estate agents to deliver exceptional service to seller and buyer clients. As an Agent Experience Manager you are the first person our customers meet when they...
-
Sales and Service Coordinator
4 days ago
Burlingame, United States LVMH Group Full timeSales and Service Coordinator - Full Time Country / Region : United States City : Burlingame Business group: Selective Distribution Contract type: Permanent Job Function: Retail Reference No.: 248707 Date of publication: 2024.05.17 Position Sales and Service Coordinator - Full Time Profile Job ID: 248707 Store Name/Number: CA-Burlingame (0052) Address: 1205...
-
Sales and Service Coordinator
4 days ago
Burlingame, United States Sephora Full timeJob ID: 248707Store Name/Number: CA-Burlingame (0052)Address: 1205 Burlingame Avenue, Burlingame, CA 94010, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: Full TimePosition Type: RegularYour Role at Sephora: As a Sales and Service Coordinator, you'll be a key player in our mission to provide an exceptional shopping experience for...
-
Sales and Service Coordinator
4 days ago
Burlingame, United States Sephora Full timeJob ID: 248707Store Name/Number: CA-Burlingame (0052)Address: 1205 Burlingame Avenue, Burlingame, CA 94010, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: Full TimePosition Type: RegularYour Role at Sephora: As a Sales and Service Coordinator, you'll be a key player in our mission to provide an exceptional shopping experience for...
-
Sales and Service Coordinator
5 days ago
Burlingame, United States Sephora Full timeJob ID: 248707 Store Name/Number: CA-Burlingame (0052) Address: 1205 Burlingame Avenue, Burlingame, CA 94010, United States (US) Hourly/Salaried: Hourly (Non-Exempt) Full Time/Part Time: Full Time Position Type: Regular Your Role at Sephora: As a Sales and Service Coordinator, you'll be a key player in our mission to provide an exceptional shopping...
-
HR Coordinator/Office Manager
4 days ago
Burlingame, United States Proterra Inc Full timePosition Overview This position will provide administrative partnership to our Human Resources Department along with support to the overall office in an office manager role. You will be responsible for providing a full range of administrative tasks and services to support effective and efficient operations of the organization's HR department and office....
-
Burlingame, United States Porsche Burlingame Full timeBusiness Development Representative- SALES DEPARTMENT Porsche Audi Burlingame has been family owned and operated since 1951. RESPONSIBILITIES: Follow up with hot leads via CRM communication- email, text and phone calls Generate 50+ appointments per month with a 65% show rate qualify prospective clients by handling all objections and using persuasion...
-
Sales Representative
1 day ago
Burlingame, United States Stratford Davis Staffing LLC Full timeJob DescriptionJob DescriptionPLEASE NO INTERNATIONAL CANDIDATES AT THIS TIME. WE WILL NOT SPONSOR VISA (H1-2-2b)Stratford Davis Staffing is proud to bring this opportunity to the Sales community. From Our Partner:Our company has been consecutively honored as a Top Company Culture by Entrepreneur Magazine, and consistently earns high employee ratings on...
-
Burlingame, United States Audi Burlingame Full timeBusiness Development Representative- SALES DEPARTMENT Porsche Audi Burlingamehas been family owned and operated since 1951. RESPONSIBILITIES: Follow up with hot leads via CRM communication- email, text and phone calls Generate 50+ appointments per month with a 65% show rate qualify prospective clients by handling all objections and using persuasion skills...
-
Burlingame, United States Porsche Audi Burlingame Full timeBusiness Development Representative- SALES DEPARTMENT Porsche Audi Burlingame has been family owned and operated since 1951. RESPONSIBILITIES: Follow up with hot leads via CRM communication- email, text and phone calls Generate 50+ appointments per month with a 65% show rate qualify prospective clients by handling all objections and using persuasion...
-
Burlingame, United States Porsche Audi Burlingame Full timeJob DescriptionJob DescriptionBusiness Development Representative- SALES DEPARTMENTPorsche Audi Burlingame has been family owned and operated since 1951. RESPONSIBILITIES:Follow up with hot leads via CRM communication- email, text and phone callsGenerate 50+ appointments per month with a 65% show ratequalify prospective clients by handling all objections...