Business Development Coordinator

TL;DR

Business Development Coordinator (Financial Services): Develop and implement client service models and leveling strategies aligned with business goals with an accent on client onboarding, contact management, and reporting. Focus on creating tracking processes, communication templates, and driving client-facing activities for smooth client experiences.

In office in Bloomingdale

$20-25/hr (20-30 hours/week)

Company

Financial advisory practice under Thrivent, focused on client services and advisor support.

What you will do

• Interact with Financial Advisors to develop client service models ensuring consistent experiences
• Establish client level attributes and manage onboarding processes for new clients and prospects
• Develop tracking for contact management systems and update with client preferences
• Generate reports and update communication templates for team materials
• Schedule client meetings on behalf of advisors and provide back-up support on non-licensed tasks
• Handle miscellaneous tasks as assigned

Requirements

• Previous administration experience preferred
• Strong computer skills in Microsoft Word, Excel, PowerPoint or ability to learn quickly
• Ability to multitask under interruptions while maintaining high-quality work
• Maintain confidentiality of sensitive information
• Basic understanding of financial products and services
• Competencies in planning, customer focus, communication, teamwork, and adaptability

Nice to have

• Experience with Salesforce or other CRM platforms

Culture & Benefits

• Collaborative team environment working closely with advisors and administrators
• Part-time flexibility (20-30 hours/week)
• 1099 contractor position