Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $50,000.00 - $55,000.00
Work Schedule
Standard Hours
Benefits
401k
Paid Time Off
Holiday pay
Medical insurance
Dental Insurance
Vision Insurance
Disability insurance
Job Description
COR Financial Group is a reputable and growing multi-state financial services practice partnered with Thrivent, a well-known financial services organization dedicated to serving its members with integrity and personalized care. Located in Ann Arbor, Michigan, COR Financial Group specializes in offering comprehensive financial planning and investment services to individuals and families, focusing on nurturing deep client relationships and delivering proactive concierge-level customer service. The practice prides itself on a culture of high integrity, strong capability, and a genuine passion for helping others. As part of its ongoing growth, COR Financial Group is seeking a full-time Client Experience Coordinator to join... Show More
Job Requirements
- High school diploma or equivalent
- Previous administrative experience preferred
- Excellent customer service skills
- Strong organizational and multitasking ability
- Ability to maintain confidentiality
- Must be able to work with all roles of the team
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
- Willingness to undergo background verification and fingerprinting for federal records
- Legal authorization to work in the United States
Job Qualifications
- Strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, PowerPoint, SharePoint, Salesforce or ability to learn
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive and confidential information
- Basic understanding of our products, services, and Thrivent Financial
- Excellent planning and organizing skills
- Strong client focus
- Effective communication skills
- Good interpersonal skills
- Ability to work well in a team and collaborate
- Adaptability and flexibility
Job Duties
- Answer all incoming calls for the practice on the first ring and disperse them and any messages appropriately
- Hospitality lead for the Ann Arbor office including meeting and greeting clients
- Attend and assist in coordination of all local client events
- Physical site manager of the office including decorating the office for the holidays, managing the cleaning service, and overseeing the snow removal vendor
- Assist in coordinating team events and birthday celebrations
- Assist in scheduling meetings with clients on behalf of the practice’s Advisors
- Interface with contacts to coordinate mailings, gifts and other communications
- Perform routine administrative duties such as maintaining office supplies, processing mail, filing and disclosure delivery
- Update contact management system with client contact and preference information
- Assist in preparing file folders for client meetings
- Support Administration Department in obtaining any needs for new business
- Provide back-up support on tasks that do not require any type of licensing or registration for other staff members as needed
- Keep sales team on track and assist with meeting support
- Perform additional responsibilities as assigned in accordance with business needs
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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