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Client Coordinator

Strategic Recruiting Services on behalf of Harbor Light Planning, LLC Novi ,MI
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

We are seeking a Client Coordinator to join our team! You will be responsible for helping customers by providing product and service information and navigating general office duties.

Responsibilities:

  • Handle client inquiries
  • Provide information regarding products and services
  • Some executive assistant type duties
  • Bookkeeping including quarterly billing and monthly reconciliation
  • Document and update customer records based on interactions
  • Develop and maintain a knowledge base of the evolving products and services

Qualifications:

  • Previous experience in customer service, sales, or other related fields
  • Ability to build rapport with clients
  • Ability to prioritize and multitask
  • Positive and professional demeanor
  • Excellent written and verbal communication skills
  • Eye for detail

Benefits:

  • 30-40 hour work week 
  • Flexible schedule
Company Description
Harbor Light Planning believes financial independence is reached when we have the freedom to do what we want, when we want, without financial concerns. It’s the journey toward financial independence that really counts, not just the destination. Independence is not just about the money, but also about friends, family, adventure, achievement, health, integrity, spirituality, service, personal growth, wisdom, knowledge, and much more along the way.

Harbor Light Planning’s goal is to allow you to live your optimum life while assisting our clients to live theirs, using successful, holistic, fee-only, financial life planning methodologies.
https://harborlightplanning.com

Strategic Recruiting Services on behalf of Harbor Light Planning, LLC

Why Work Here?

Professional setting with a friendly atmosphere!

Harbor Light Planning believes financial independence is reached when we have the freedom to do what we want, when we want, without financial concerns. It’s the journey toward financial independence that really counts, not just the destination. Independence is not just about the money, but also about friends, family, adventure, achievement, health, integrity, spirituality, service, personal growth, wisdom, knowledge, and much more along the way. Harbor Light Planning’s goal is to allow you to live your optimum life while assisting our clients to live theirs, using successful, holistic, fee-only, financial life planning methodologies. https://harborlightplanning.com

Address

Novi, MI
USA