Related skills
crm time management scheduling project coordination attention to detail📋 Description
- Oversee admin for the client service team
- Schedule bulk telephone consultations for client service teams
- Coordinate with advisors and clients to confirm consultations
- Manage multiple client requests and track project progress
- Qualify Advisors to confirm suitability for consultations
🎯 Requirements
- 1-3 years in a high call-volume environment
- Work authorization required
- Attention to detail and strong follow-up
- Excellent time management and ability to multi-task
- Ability to work in a team and independently
- Strong sense of urgency and responsiveness
🎁 Benefits
- 15 PTO days, 10 holidays, and 5 sick days
- Comprehensive medical, dental, and vision plans
- 10% 401(k) match, life insurance, paid time-off and parental leave
- Commuter benefits and a corporate gym rate
- Development opportunities via LinkedIn Learning
- Friday happy hour, Summer Fridays, and free snacks
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