Located in Boise, ID
Express Employment is seeking a client coordinator for a wealth management company. Position plays a key role in setting the tone for the organization, as this is the first and last person the clients see when they are in the office. Job duties include greeting clients and prospective clients in a friendly and sincere manner, handling incoming telephone calls, coordinating all gifts and cards, sorting and distributing mail, sending periodic client correspondence, coordinating the assembly and mailing of client paperwork, handling calendars for the team, ordering office supplies, coordinating outside vendors, developing and analyzing client satisfaction surveys, developing and maintaining written documentation of all activities, and performing other duties as needed. Ideal candidate will have excellent interpersonal skills, a positive attitude, extraordinary client service skills, superior phone skills, a genuine interest in service and caring for people, excellent organization and time management skills, the ability to multitask, and a professional demeanor. Must be proficient in Microsoft Word and Excel. Schedule is Monday – Friday, 8am – 5pm, and must be flexible to attend client events after hours as needed.
Express Employment is an Equal Opportunity Employer offering benefits from the first day of employment, including medical, vision, dental, life insurance, 401(k), referral bonuses, and direct deposit.
Express Office: Boise
9390 West Overland Road
Boise, ID 83709