New Client Coordinator Wanted
Would you like to be part of an amazing team of women that work together remotely helping financial advisors reach more clients?
At Indigo Marketing Agency, we’re a one-of-a-kind firm. We help the good guys (independent financial advisors) do more of their important work helping the people in their communities plan for the future. We tell their story through marketing and spread the word about who they serve and how they help. Our team is positive, efficient, supportive, and fun!
Job Description
The new client coordinator welcomes new clients to Indigo and executes our full setup process, including gathering information from the client, setting up and optimizing social media accounts, troubleshooting technical issues, interfacing with other team members, managing projects, sending invoices, answering questions, giving status updates, and following up to obtain missing items.
The coordinator must be extremely organized and have the ability to establish relationships with clients. They must manage many ongoing projects at once and be unflappable on the phone. Resilience, a great attitude, and positivity are key traits.
Required Skills and Experience
- Strong professional communication language skills
- Customer service experience a plus
- Technical proficiency with social media, websites, and Mailchimp
- Marketing experience preferred
- Phone availability required
- Strong organizational skills
- Daily availability required, approx. 1-3 hours