Job Opening: Client Service Coordinator (Admin Assistant)
Description
Westaff’s Career Division is recruiting for a high-level, professional Administrative Assistant to serve as the Client Service Coordinator for a well established Financial Planning Group
Salary is 44K-58K depending on experience.
Must have exceptional communication, computer and organizational skills.
Monday – Friday, 8am-5pm.
Job duties include:
- Manage the calendar on a daily basis, remain communicative to the team
- Answer all incoming calls and forward messages and or transfer calls accordingly
- Prepare all appointment files
- Greet guests in lobby, offer water or coffee, display effective and friendly communication
- Schedule existing client service appointments as well as for all prospect leads on a daily basis
- Create and maintain spreadsheet for reporting appointment activity, skilled in CRM, list management proficiency
- Enter all scheduled appointments into the CRM calendar, upload forms into database system
- Update/verify all information is in alignment with CRM data, update/improve accordingly
- Make all confirmation calls
- Sign and mail out appointment confirmation letters
- Track, keep a record in database, communicate effectively, report daily in team meeting
- Contact prior no shows, cancellations, and or older leads via phone or email, promote upcoming seminars and or other marketing events
- Assist in client service work such as updating client information on file, processing paperwork for new business, and uploading documents to platforms as needed.
- Other duties as assigned
Apply for the Client Service Coordinator (Administrative Assistant) position today!
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