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 :

Monday through Friday; 8 AM to 5 PM

Occasional evening hours at client and prospective client events

Knowledge, Skills, and Abilities :

Warm, polite, and professional customer service behaviors

Excellent verbal and written communication skills

Able to work independently majority of time

Highly detailed and organized

Ability to coordinate and plan local events

Proficient in Microsoft Office and CRM software

Comfortable multitasking, changing focus at a moment's notice

Commitment to client confidentiality

Education :

High School Diploma; Associates Degree in Business Administration a plus Experience :

1 year in client-facing, phone customer relations or administrative role

Experience :

1 year in client-facing, phone customer relations or administrative role

Apply for this job

Receive alerts for other Client Care Coordinator job openings

Client Care Coordinator