Client Service Coordinator I

Sound Planning Group

CLIENT SERVICE COORDINATOR I

About Sound Planning Group

SPG is a financial services firm specializing in retirement planning in the Totem Lake area of Kirkland.  We strive for excellence and challenge ourselves to think differently in order to create the optimal environment for our employees and clients. We’re an organized and adaptable group of critical thinkers, who collaborate to solve problems because we believe that everyone has something important to contribute. Our clients are unique and diverse, yet all have the common desire to work with a team whose top priority is them so that they can sleep soundly at night and make the most of their retirement years. 

See our team! Click the link: https://myspg.com/our-team

About the Role

As the Client Services Coordinator, your role revolves around ensuring that clients have a positive and satisfying experience with your organization. 

This position is classified as Full-Time/Non-Exempt. 

Job Duties

• You'll be responsible for building strong and lasting relationships with clients. Delivering exceptional service by offering timely responses and accurate information.  This involves understanding their individual needs, preferences, and goals. By doing so, you can tailor your services to meet their specific requirements and provide personalized support.
• Implementing tasks received by Advisors and keeping the client and the Advisor abreast of progress
• Partner with other client service team members to achieve group goals
• Clients come from various backgrounds, with unique needs and preferences. Your role involves understanding and respecting this diversity and adapting your approach to ensure every client feels understood and valued.

Knowledge, Skills, and Abilities

• 2+ years of working in a conservative and professional office environment preferably in wealth management, insurance or medical industry experience. 
• 2+ experience in wealth management, insurance, or medical industry experience 
• Careful and accurate 
• Ability to use Microsoft Office, Database knowledge products, Slack and Google Workspace
• Problem solver who enjoys learning new processes.  
• Resourceful and a self-starter 
• Capable of noticing details, inferring meaning, and perceiving the proper course of action
• A Skilled Communicator, confident, comfortable, and courteous in written and spoken communication.  You are proud of your excellent phone skills
• Focused, you can assess the proper order of execution for an evolving list of priorities and adapt to last-minute changes with ease

Other Job Requirements

• A team player who can also work independently and/or alone without issue
• Emotionally intelligent and naturally inclined to build relationships
• In attitude and presence, you understand the importance of first impressions.  
• Client confidentiality is first and foremost in everything you do
• Organized, you love it when things are handled carefully and efficiently
• The ability to understand and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. You’re always looking for ways to improve your skills and gain knowledge
• You exemplify hard work and excellence. 
• You strive to become efficient in all processes with which the team regularly interfaces

Benefits

• Vacation: 4 weeks/year (3 weeks year one); rollover up to 40 hours per year or cash out your balance! 
• Insurance: 100% coverage of medical, dental, vision, life & death insurance,  AD&, and  Long Term Disability
• 401K: 4% match with 5% contribution
• Growth: Opportunity to grow professionally