What are the responsibilities and job description for the Client Services Coordinator position at WealthPlan Group?
WealthPlan Group is seeking a skilled Client Services Coordinator to manage client interactions and ensure operational efficiency. As the primary point of contact, this individual will greet clients upon arrival, handle inquiries, and resolve client issues.
The ideal candidate will maintain accurate records, process financial paperwork, and coordinate marketing efforts. Additionally, they will plan and execute client events, develop marketing materials, and collaborate with the compliance department to secure approvals.
This part-time position requires 30 hours of work per week. Key responsibilities include:
- Managing client interactions and resolving client issues
- Maintaining accurate records and processing financial paperwork
- Coordinating marketing efforts and developing marketing materials
- Planning and executing client events
The successful candidate will have excellent communication skills, attention to detail, and the ability to work independently.
