This job was posted by https://www.vermontjoblink.com : For more information, please see: https://www.vermontjoblink.com/jobs/1240656

Client Service Coordinator

Are you a driven, organized, and a proactive professional who thrives in a fast-paced environment? Do you consistently go the extra mile and have a glass half-full attitude? If youre passionate about delivering exceptional service and working with cutting-edge technology, we want to hear from you! WellBridge Wealth, located in Colchester VT is looking for a Client Service Coordinator to join their team.

About:

At WellBridge Wealth, we dont just manage wealth; we buildfinancial futures, we build trust, we build relationships! We help individuals reach their financial goals with expertly built advice and tailored plans. Our mission is to Buildthe bridge to your financial well-being. Building something great isnt easy, but with a culture of inspiration and collaboration, we believe anything is possible.Were looking to build our team!

Working at WellBridge Wealth means being a part of a team where you can thrive both professionally and personally, with opportunities to build relationships, grow your skills, and contribute to a culture that values integrity, excellence, and community. Here, youll not only be part of a team; youll be an integral piece of our clients life-changing journeys.

Our Culture:

Supportive Colleagues: While each team member plays a specific role, the company emphasizes collaboration. Advisors, associates and operations work closely together, ensuring everyone is aligned and working toward a common goal: delivering exceptional financial planning and client service.

Open Communication: Theres an emphasis on clear, transparent communication where everyone feels comfortable sharing ideas, asking questions, and offering feedback.

Optimism: A positive, can-do attitude is contagious. The company prioritizes creating an atmosphere where employees can thrive in a happy and supported environment. Employees genuinely enjoy coming to work because of the culture and relationships theyve built.

Celebration/Recognition: Theres a lot of energy at WellBridge Wealth, and the team knows how to celebrate milestones, big and small. Whether its a successful quarter, achieving a goal, or personal accomplishments, success is recognized and celebrated as a team.

Fun Events & Activities: The company offers regular social events to build camaraderie outside of work, from lunches to community volunteering and team-building activities.

Key Responsibilities:

Answering and triaging phone calls

Greeting clients

Maintain client management system

Maintain and coordinate calendar for multiple advisors and staff, including client appointments, internal lunches, team meetings and events, etc.

Responsible for scanning, labeling, filing all client data and documents

Composes and sends routine correspondence to clients, including e-mails, letters, confirmations and faxes

Send client appreciation gifts and cards

Orders and maintains supplies for the Practice

Supports and implements marketing activities including but not limited to social media and website maintenance, events and seminar, public relations and correspondence upon request

Responsible for retrieving, logging, and routing all incoming mail and processing of outgoing mail

Experience, Education and Licensing Requirements:

Education: Bachelors Degree or Higher

Preferred Experience: 3 years in client service experience

Preferred Tools Experience: Salesforce

Benefits & Compensation:

Time Off:Generous paid time off for work-life balance.

Financial Security:Competitive salary, dependent upon experience.

Wealth Building:401(k) with company match and Profit Sharing.

Health & Wellness: Comprehensive health, dental, and life insurance plans, plus employee discounts.

Are you ready to elevate your career while rafting financial legacies? Send us your resume and cover letter. WellBridge Wealth is an equal opportunity employer, celebrating diversity and embracing talent from all walks of life. Join us and be part of something truly extraordinary!