What are the responsibilities and job description for the Client Care Coordinator position at Credent Wealth Management?
Job Title : Client Care Coordinator
Purpose :
The Client Care Coordinator (CCC) supports the Wealth Advisor and plays a key role in delivering a Raving Fan
experience as the first interaction clients and prospects have with Credent Wealth Management. The CCC is
responsible for ensuring all feel welcomed and comfortable to discuss finances, family, and livelihoods with our Client
Service Associates, Financial Planners, Wealth Managers, Wealth Advisors, and Financial Advisors. They are
responsible for friendly greeting, answering and directing phone calls, coordinating / scheduling all meetings with clients
and prospects, ensuring communications with clients and prospective clients are documented within our CRM for
follow-up, coordinating and preparing local client events, keeping the office clean and stocked, and providing customer
service above and beyond expectations.
Job Responsibilities :
- Answer, screen, and route incoming phone calls from clients, prospects, vendors, and others as appropriate.
- Greet all in-person visitors, notify team members, and converse with visitors during any wait.
- Coordinate team member calendars with client meetings, client / prospect events, out-of-office travel
- availability, and meeting room availabilities.
- Coordinate and schedule 100% of client Goal Reviews and Risk Audits.
- Research, schedule, coordinate, and finalize all details including preparing materials for client and prospective
- client events.
- File and submit confidential documents and compliance forms per custodial entity request, or client account
- completion.
- Update client and prospect information in CRM, distribute email communications, and mail paper notices to
- clients as requested.
- Keep office clean, supplies stocked, and manage office mail.
- Work with all other team members in a way that is conducive with the mission, values, and beliefs of the
- company to provide customer service beyond expectations.
Hours :
Knowledge, Skills, and Abilities :
Education :
Experience :
