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[Remote] Client Experience Coordinator (Remote)

Remote · USA Full-time New today

Note: The job is a remote job and is open to candidates in USA. FMG is a leading all-in-one digital marketing platform dedicated to empowering financial professionals with innovative marketing solutions. As a Client Experience Coordinator, you will be responsible for ensuring client satisfaction, managing client inquiries, and coordinating resources to enhance the overall client experience.

Responsibilities

  • Communicate with clients via phone, live chat, email, and web meetings to ensure expectations are met and exceeded
  • Promptly address client inquiries, issues, and/or feedback and provide proper follow-up to ensure client satisfaction
  • Understand client goals/needs to ensure a seamless experience
  • Perform simple inbound product and/or website change requests/tasks
  • Coordinate necessary resources amongst the team to ensure more complex product and/or website change requests/tasks are being carried out
  • Collaborate with various departments to create a consistent and positive client experience
  • Participate in ongoing team meetings to review ideas, feedback, and related activity
  • Leverage our full suite of cutting-edge tools and apps, including Google G Suite, Slack, and others
  • Access to a private & secure workspace, free from distractions
  • Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor
  • An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps)

Skills

  • Must be detail oriented, organized, and able to juggle multiple priorities with grace
  • Must be self-motivated and able to function independently and within a team structure
  • Must have strong writing skills (we send a lot of messages to our customers)
  • Must be able to manage expectations, set schedules, and ensure deliverables are on track as agreed to
  • Great interpersonal skills (many departments will rely on you, and you'll rely on them)
  • Must be quick 'on your feet' and able to field questions and challenges as they happen
  • Must have excellent follow-up and follow-through skills
  • Experience working with Google G Suite and other online tools is desired. The ability to quickly learn these and other tools is more important, however

Benefits

  • Enjoy a generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown.
  • Our comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave.
  • Our robust insurance plan includes: + Medical with $0 co-pay Telehealth plan + Dental + Vision + Health Savings Account (HSA) with generous employer contributions + Flexible Spending Accounts (FSA) + Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage + Company-paid Short & Long Term Disability coverage + Company-paid Employee Assistance Program (EAP)
  • Matching 401(k) with immediate full vesting
  • On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit
  • Internet & Gym Reimbursement!
  • We’ll provide you with the work computer equipment you need to set you up for success!
  • Our Employee Events Committee and managers are always planning a mix of fun in-person and virtual events to keep us all connected—plus we also love to throw in some FMG swag, so you can show off your company spirit in style!

Company Overview

  • From day one, we’ve been dedicated to helping financial advisors build their businesses, expand their influence, and strengthen relationships with customers. It was founded in 2010, and is headquartered in Gardena, California, USA, with a workforce of 201-500 employees. Its website is https://fmgsuite.com.
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