What are the responsibilities and job description for the Customer Experience Manager position at WealthPlan Group?
At WealthPlan Group, we are looking for a Customer Experience Manager to enhance our client experience. The ideal candidate will be responsible for managing client interactions, coordinating administrative functions, and supporting marketing efforts.
Key responsibilities include:
- Greeting clients upon arrival and ensuring a welcoming experience
- Serving as the primary point of contact for incoming calls and handling inquiries
- Assisting with client service requests, including scheduling appointments and resolving client issues
The Customer Experience Manager will also maintain accurate records, process financial paperwork, and coordinate marketing efforts. This part-time position requires 30 hours of work per week.
Requirements include excellent communication skills, attention to detail, and the ability to work independently.
