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Client Experience Coordinator

Envision Wealth Strategies

Omaha, NE | Part Time

$54k-71k (estimate)

1 Week Ago

Client Experience Coordinator

$54k-71k (estimate)

Part Time 1 Week Ago

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Envision Wealth Strategies is Hiring a Client Experience Coordinator Near Omaha, NE

Hi!

We are looking for someone for 15 hours a week to assist with:

Prep for client appointments

Make phone calls to schedule review appointments

Client service forms

Monthly compliance tracking and submission

Data Entry

Scanning

Filing

Please let me know if you would like more information!

Thank you!

Job Summary

JOB TYPE

Part Time

SALARY

$54k-71k (estimate)

POST DATE

06/19/2024

EXPIRATION DATE

07/17/2024

The following is the career advancement route for Client Experience Coordinator positions, which can be used as a reference in future career path planning. As a Client Experience Coordinator, it can be promoted into senior positions as a Customer Experience Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Experience Coordinator. You can explore the career advancement for a Client Experience Coordinator below and select your interested title to get hiring information.