Client Service Coordinator

Picture a career where your expertise in finance, insurance, and customer support unlocks a world of opportunities. Introducing Family Wealth Planning Partners, a progressive firm specializing in retirement planning, wealth management, and investment advice, flourishing in Louisville, KY. Our goal is to navigate our clients towards a confident and secure retirement. Currently, we are on the hunt for an exceptional Client Service Representative to join our team!

The Role (We will train the right person!)

Your mission is to be the backbone of our client experience. From scheduling prospective clients and making our existing clients feel valued and supported, your role is crucial in our shared success. You'll be the wizard behind the curtain, ensuring every I is dotted and every T is crossed regarding applications and paperwork.

Responsibilities:

• Masterfully implements efficient office processes that support the firm’s financial strategies.
• Manage the scheduling of new prospects, ensuring they receive timely consultations to discuss their financial aspirations.
• Collaborate with our team to enhance client satisfaction and retention.
• Help and develop strategies to enhance our online presence, aiming to connect with our audience and provide valuable insights.
• Duties include greeting visitors, managing incoming calls, and providing administrative support to ensure the office runs smoothly and efficiently.

Qualifications and Skills:

• Experience in financial services, banking, or insurance, especially in the wealth management sector, but not required if you have the skills, ability, and attitude.
• A knack for managing details, paperwork, and numbers.
• Team player, reliable, and coachable spirit.
• Strong desire to help people and make a meaningful impact.
• Motivated, hard-working, and slightly money-driven to seize the vast opportunities here.

Why Us?

Joining Family Wealth Planning Partners is about more than just a job. It's about being part of a family that values growth, both for our clients and our team. You'll have the chance to advance, taking on new responsibilities and shaping your career path. This role is perfect if you're feeling stuck or ready for a significant step forward. We're a people-first, sales-driven business where your work directly contributes to our mission of helping more people live better financial lives.

Job Type: Full-time

Salary: $45,000.00 - $55,000.00 per year

Benefits:

• Paid time off
• Health Insurance
• 401K

Schedule:

• 8-hour shift
• Monday to Friday
• Occasionally helping with seminars in the evening.

Supplemental pay types:

• Bonus opportunities

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• Paid time off

Compensation package:

• Bonus opportunities

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends

Work Location: In person