Retirement Solutions

Job Title: Client Experience Coordinator / Licensed Service Assistant
Job Summary
We are seeking a dedicated and professional Client Experience Coordinator / Licensed Service Assistant to join our team. This role is vital in delivering exceptional client services, managing client relationships, and supporting internal communication and operations. The ideal candidate will possess strong interpersonal skills, be proficient with office technology, and hold the necessary licenses to provide licensed services. This position offers an engaging environment where customer service, organization, and technical proficiency are key to success.
Duties
<ul>
<li>Serve as the primary point of contact for clients, ensuring clear and effective communication via in-person, phone, and email interactions.</li>
<li>Manage client accounts with attention to detail, ensuring their needs are met efficiently and professionally.</li>
<li>Utilize CRM systems to track client interactions, update information, and support client relationship management efforts.</li>
<li>Collaborate across departments to coordinate services and ensure a seamless client experience.</li>
<li>Address customer service issues promptly through problem-solving and effective communication strategies.</li>
<li>Maintain a positive and professional first impression with clients and internal teams alike.</li>
<li>Support internal communication efforts to keep team members informed of client needs and updates.</li>
<li>Assist with administrative tasks using Microsoft Office applications such as Excel, Word, and Outlook; comfortable learning new office software and technology.</li>
<li>Ensure compliance with licensing requirements by maintaining valid Life/Health licenses for Montana and Series 7/66 or Series 6/63 securities licenses as applicable.</li>
</ul>
Qualifications
<ul>
<li>Proven experience in client communication, relationship management, or customer service roles.</li>
<li>Strong interpersonal skills with the ability to communicate effectively in person, over the phone, and via email.</li>
<li>Excellent organizational skills with high attention to detail.</li>
<li>Proficiency in Microsoft Office Suite (Excel, Word, Outlook); experience with CRM systems is a plus.</li>
<li>Comfortable learning new technology and office software quickly.</li>
<li>Valid Life/Health license for Montana required; Series 7/66 or Series 6/63 securities licenses required for applicable roles.</li>
<li>Ability to create a positive first impression while maintaining professionalism at all times.</li>
</ul>
This position is a paid role that offers an opportunity to develop your skills within a dynamic team environment focused on delivering outstanding client experiences while adhering to industry standards and licensing requirements.
Pay: $20.00 - $30.00 per hour
Expected hours: 40.0 per week
Benefits:
<ul>
<li>Employee discount</li>
<li>Paid time off</li>
<li>Paid training</li>
<li>Professional development assistance</li>
</ul>
Work Location: In person

Client Experience Coordinator / Licensed Service Assistant

Client Experience Coordinator / Licensed Service Assistant

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