- Customer Satisfaction, Communication, and Customer Service skills
- Strong organization skills
- Experience in enhancing the customer experience
- Excellent verbal and written communication skills
- Ability to work with a team and independently
- Experience in the financial planning/wealth management/insurance industry is a must
- Bachelor's degree in Business, Finance, or related field
Client Experience Coordinator - Savannah, United States - Savannah Wealth Group
Description
Company Description
Savannah Wealth Group is a financial planning firm located in Savannah, GA. Our experienced financial advisors provide objective and unemotional assessments of our clients' finances to ensure their financial plans meet their unique needs. We believe in addressing changes in personal circumstances and helping clients make sound financial decisions.
Role Description
This is a full-time on-site role for a Client Experience Coordinator at Savannah Wealth Group. The Client Experience Coordinator will be responsible for ensuring customer satisfaction, effective communication, and exceptional customer service. The coordinator will also need to possess strong organization skills and enhance the overall customer experience.
Qualifications