Client Service Coordinator

Job Title: Client Service Coordinator

Job Details:

• Pay - $40,000 - $50,000 Annual Salary, depending on experience
• Job Type – 1099 Independent Contractor, Hybrid Remote
• Shift and schedule – Flexible but typically a Monday through Friday with some evenings, weekends or holiday work requirements as business requires. Some travel.

Job Benefits:

• Paid Time Off
• Flexible Schedule
• Hybrid Remote
• Pre-Approved Work-Related Expenses Reimbursement

Job Description and About Us:

• Join our team as a Client Service Coordinator!
• We are Seaboard Capital Group. We have clients nationally and operate as DBA NettWorth Financial Group in the National Capital Region supporting several CWA District 2-13 Locals. The support includes virtual and in-person curriculum delivery, active and retired benefits support, Medicare & Social Security coordination, asset management, retirement planning, and other financial advisory services.

Key Responsibilities:

• Attending virtual and possibly in-person workshops.
• Scheduling and confirming appointments.
• Completing pre and post appointment tasks.
• Calendar management.
• CRM database management.
• Online communication platform management.
• Various office application navigational uses and duties.
• Engage with members, clients, staff and other parties over phone, email, etc. while conducting themselves in a professional manner, while also providing assistance, as needed.
• Assist with maintaining compliance requirements in various office applications and communications.
• Performing data capture, entry and presentation.
• Maintain a clean, safe and secure work area.
• Maintain electronic files.
• Maintain a positive and productive work environment.
• Work collaboratively with a supportive team and receive ongoing coaching.
• Will report directly to the Director of Client Service and provide client service as assigned but does not exclude reporting to wealth managers or other staff, if necessary.

Experience and Requirements:

• Must have solid member relationship management skills and a great attitude.
• Must have the ability to navigate between different office applications.
• Strong ability to multitask.
• Minimum of 1-2 years’ experience in a similar role is strongly preferred.
• Excellent communication skills.
• Proficiency with Microsoft Office suite (Word, Excel, Outlook), Dropbox and CRM database.
• Experience with online communication platforms, i.e. Zoom, is preferred.
• Possess the ability to successfully pass a background check, fingerprinting, in-person audits and any other regulatory requirement.
• Must have reliable transportation when travel is required.
• Must have high-speed internet access.

Job Types: Full-time, Contract

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• Flexible schedule
• Paid time off
• Work from home

Compensation Package:

• Bonus opportunities
• Performance bonus

Schedule:

• 10 hour shift
• 8 hour shift
• Choose your own hours
• Day shift
• Evening shift
• Monday to Friday
• Weekends as needed

Experience:

• Client services: 1 year (Preferred)

Ability to Commute:

• Frederick, MD 21704 (Preferred)

Willingness to travel:

• 25% (Required)

Work Location: Hybrid remote in Frederick, MD 21704

Salary : $40,000 - $50,000