Key skills
BICommunication
About this role
Role Overview
- Handles support functions for client’s financial wellness program
- Manages meeting input and tracks availability
- Supports Financial Professionals with ongoing calendar of events
- Produces promotional materials for scheduled events
- Coordinates implementation calls and bi-weekly status calls
Requirements
- Knowledge, insight, and understanding of business concepts
- Ability to determine and satisfy client needs
- Implements strategies to ensure positive customer experience
- Ability to analyze situations and reach productive decisions
- Understanding of effective communication concepts
Benefits
- competitive salary
- PTO & paid holidays
- 401(k) with match
- performance-based incentives