Client Relationship And Referral Coordinator Part-time

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Client Relationship and Referral Coordinator Part-Time
The candidate will be calling potential new clients and prior clients to make sure the firm has or is meeting their expectations and offering additional resources our firm can provide and implementing client relationship program. Creating and managing their own calendar as a means of planning out their workday/workweek. Keeping detailed and organized notes and records of all calls made, the result of the call preforming any necessary follow-up. Formulating notes and records into clear and concise weekly progress report. Requesting from and assisting clients with placing Google Reviews for the firm and facilitating client satisfaction surveys. Offer previous clients free, no obligation financial planning consultations. Proficient in all aspects of Microsoft Office 365, Microsoft Word, Microsoft Excel and Microsoft Teams required. Excellent telephone etiquette, comfortable, well-spoken, and polite required. Ability to communicate effectively with people via telephone and convey information clearly required. 3-5 years’ experience in customer service/client relations required. 3-5 years’ experience in telephone sales required. Experience working in a busy office setting required. Experience in writing and posting Google Reviews required. Ability to type 40 WPM required. Bilingual a plus.

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