Client Service Coordinator 1

Sound Planning Group

CLIENT SERVICE COORDINATOR I

About Sound Planning Group

SPG is growing! We are a financial services firm specializing in retirement planning, located in the Totem Lake area of Kirkland.  We strive for excellence and challenge ourselves to think differently, creating an 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 share a 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

The Client Services Coordinator position requires positivity and energy, attention to detail, problem-solving and critical thinking skills, and a strong devotion to focus, with the ultimate goal of cultivating and protecting the clients’ experience. This position will collaborate closely with other departments, including the advisor team, to deliver exceptional service to our diverse clientele. This position is classified as Full-Time/Non-Exempt.

As the Client Service Coordinator, you will …

• Manage tasks and priorities via a Salesforce Task Queue. Main tasks you’ll be responsible for are death claims (rare but extensive), distributions, Required Minimum Distributions (RMDs), beneficiary changes, address changes, general client servicing, and taking care of our clients. 
• Communicate with our team on the status of tasks via electronic and in-person means, along with following up on working items to ensure client needs are being met
• You’ll track your progress and completion via notes and details in Salesforce. 
• Interact with clients over the phone, via e-mail, and in person
• Provide professional and relational customer service to our firm’s clients
• Proactively strive to improve the systems and processes within the office and the overall client experience

As the Client Service Coordinator, you have…

• 1+ years of experience in the wealth management industry or similar insurance industry experience 
• Attention to detail for maximum accuracy and efficiency
• Ability to use Microsoft Office, Database knowledge, products, Slack, and Google Workspace. 
• Salesforce Experience is a must
• 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

Benefits

• Vacation: 3 weeks/1st year (4 weeks thereafter); rollover or cash out up to 40 hours per year of your balance upon your anniversary hire date! 
• Insurance: 100% Employee coverage for medical, dental, vision, life, ADD&D, LTD
• 401K: 4% match with 5% contribution