Client Coordinator - Cedar Cove Wealth Partners

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Cedar Cove Wealth Partners

Client Coordinator - Cedar Cove Wealth Partners

Bloomington, MN
Full Time
Paid
  • Responsibilities

    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.

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    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

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    **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.