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Client Coordinator - Cedar Cove Wealth Partners
Client Coordinator - Cedar Cove Wealth PartnersCedar Cove Wealth Partners • Bloomington, MN, US
Client Coordinator - Cedar Cove Wealth Partners

Client Coordinator - Cedar Cove Wealth Partners

Cedar Cove Wealth Partners • Bloomington, MN, US
30+ days ago
Job type
  • Part-time
Job description

Job Description

Job Description

Organization / Business Overview :

Cedar Cove Wealth Partners is an independent financial services firm of Thrivent Advisor Network. We help our clients build a financial strategy around what’s important to them. Because life isn’t just about making more, it’s about doing more with what you have.

Position Summary :

This position provides administrative support to the clients and team at Cedar Cove Wealth Partners. This role is critical to our client experience and requires a friendly, upbeat demeanor. The Client Coordinator supports the firm's daily operations and is employed by SBE, LLC.

This role is a part-time, in-person position that requires work on Monday (6-8 hours), Tuesday (6-8 hours) and one additional weekday (6-8 hours).

Position Roles / Responsibilities / Accountabilities :

Office Reception (50%)

  • Greet clients in person at our Bloomington office on Mondays & Tuesdays.
  • Inbound Communication : Answer, screen and triage phone calls and emails to the appropriate team members. Check and respond to phone messages. Maintain out of office phone message.
  • Monitor inventory and order office supplies, beverages, and hospitality items for visiting clients and Cedar Cove team members.
  • Processing of mail (incoming and outgoing), UPS and FedEx shipments on Mondays and Tuesdays.
  • Keep common areas clean and tidy. Keep the lobby area visually appealing and hospitable.
  • Coordinate conference room scheduling for external and internal meetings.
  • First point of contact for booking Wells Fargo Tower conference room space.
  • Coordinates scheduling for clients and third-party business partners that respond to meeting invitations by phone.
  • Assist with large-scale client paperwork scanning or photocopying projects as needed.
  • Serve as primary in-office support for staff working remotely.

Client Scheduling (50%)

  • Send out Calendly invitations to clients based on firm calendar. Follow-up with clients not responding in a timely manner.
  • Troubleshoot scheduling conflicts based on firm needs.
  • Send meeting reminders to clients not receiving them automatically through Calendly.
  • Link advisor Outlook appointments to CRM (Salesforce) when not happening automatically.

    • Other Responsibilities

  • Additional responsibilities may be assigned in accordance with licensure and business needs.

    • Position Qualifications

  • Ability to handle multiple tasks and maintain a high quality of work / client service while experiencing frequent interruptions
  • Previous client service, calling, and administrative experience highly desired
  • Previous Calendly experience highly desired
  • Strong technical computer aptitude and knowledge of business tools or ability to learn
  • Ability to maintain integrity of sensitive / confidential information
  • Ability to learn basic financial terminology and concepts

    • Competencies

  • Customer Focus
  • Communication
  • Attention to Detail & Efficiency
  • Interpersonal Skills
  • Planning / Organizing
  • Teamwork and Collaboration
  • Adaptability / Flexibility

    • External / Internal Dependencies

  • Must be able to work with all roles of Cedar Cove Wealth Partners
  • Must be able to represent the organization in work with clients
  • Must be sensitive to clients going through difficult life experiences
  • Must be able to work with clients and coworkers with diverse backgrounds and identities

    • Cedar Cove Diversity, Equity, & Inclusion Statement

    We believe everyone deserves financial peace of mind. At Cedar Cove Wealth Partners, we strive to shape a world where this is accessible to all.

    We will advance the principles of inclusion, equity, and diversity in our firm and community. Core actions include :

  • Empowering our clients with the knowledge and tools to achieve their financial goals, regardless of their identities, personal beliefs, or affiliations.
  • Connecting individuals to resources for financial advice that best aligns with their goals and needs.
  • Investing in initiatives that support economic sustainability, social justice, and access to financial planning resources.
  • Providing opportunities for our team members to leverage their talents to educate and support historically underserved populations.
  • Rethinking how we acquire and retain talent to cultivate an organization that celebrates diversity.
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    Client Partner • Bloomington, MN, US