Job Description

We are an established wealth management firm located in San Antonio with an extensive 20+ year history in the community. We offer investment management, financial planning, and ongoing financial advising services to a select group of retirees, families, business owners, and high net worth individuals. We help our clients to reach their financial and life goals, with an emphasis on providing excellent service. We consider our clients as part of our family.

We are looking for a Client Experience Coordinator which is an important role in our organization focused on client interaction and care. This service-oriented position helps set the tone for the firm through interactions with clients, advisors, vendors and all others via phone and in person. You must be an outgoing, caring, genuine human being that loves interacting with and helping people. You will be answering phones, performing general office operations and other administrative tasks to ensure the office runs smoothly and support the team. There are small ways to expand this role over time, but we are hoping you truly enjoy this type of work and will be excited to continue it for several years.

Responsibilities

• Represent TLWM in a professional and courteous manner with a focus on client interaction and care.
• Greet and welcome clients in a professional and courteous manner
• Answer phone calls, schedule and confirm appointments for multiple individuals
• Maintains and handles VOIP phone system with updates and messaging
• Ensure reception area and conference rooms are presentable and prepared for appointments with all necessary materials
• Responsible for supply ordering, inventory reports, stocking and cleaning designated areas
• Performs clerical duties such as filing, scanning, faxing and coffee preparation
• In charge of monthly mail outs and will assist with special projects
• Maintain office security by following safety procedures and controlling access via the reception desk
• Provides logistical support (e.g. kitchen cleaning, beverage set-up, post event clean-up, etc.) ensuring offices are always client ready
• Ensures President’s office is prepared for arrival each normal business morning
• Must be efficient in Microsoft Office especially Excel, Word and Outlook; Salesforce and other cloud-based software experience is ideal
• May have the opportunity to assist Operation team with account openings and other financial services account maintenance functions
• Other various tasks that assist the company in day to day operations as required by management

Qualifications

• 1+ years of administrative experience in a professional setting required
• High school diploma required
• Professional and respectful front desk demeanor
• Excellent and efficient communication skills
• Ability to multi-task and remain organized
• Strong attention to detail
• Punctuality and strong work ethics
• Ability to work with a small group, take instructions and can comfortably work independently
• Ability to solve problems while maintaining composure and focus
• CRM Software experience required; Salesforce knowledge highly preferred
• Intermediate Technology Skills and experience using MS Office (Outlook, Word, PowerPoint, Excel, Teams)
• Experience with RingCentral preferred

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