About this role
This Business Development Coordinator role develops and implements a client service model for Vilicus Financial Associates. It manages onboarding and ongoing touch points, maintains contact management and reporting, creates communication templates, and helps drive client-facing activity by scheduling meetings with Financial Advisors.
Key Responsibilities
- Develop and implement the client service model and client level attributes
- Manage onboarding and touch points for prospects and clients
- Maintain and enhance contact management system tracking and data updates
- Generate reports and build communication templates for team materials
- Schedule client/member meetings on behalf of Financial Advisors
Technical Overview
The role relies on CRM and contact management tooling (Salesforce preferred/bonus) to store client/member contact and preferences, track adoption of processes, and generate reports. It also focuses on building communication templates and managing structured workflows for onboarding and client engagement.
Ideal Candidate
The ideal candidate is a business development and client experience coordinator who can build and maintain a consistent client service model. They have strong organization and analytical skills to manage onboarding, touch points, contact management systems, reporting, and scheduling meetings with Financial Advisors, with Salesforce/CRM experience as a bonus.
Must-Have Skills
Create and manage onboarding process for new client and touch points for prospects and current clientsDevelop tracking process for contact management system and implement adoption with current teamUpdate the contact management system with client/member contact and preference informationGenerate and develop various reports in the client management systemEstablish and update communication templates and language for team materialsSchedule meetings with client/members on behalf of the practice's Financial AdvisorsMaintain integrity of sensitive/confidential informationAbility to work with Financial Advisors and other team members
Nice-to-Have Skills
Experience in a Salesforce or other CRM platforms
Tools & Platforms
SalesforceCRM platformsclient management systemcontact management system
Required Skills
client service model developmentclient service leveling strategiesanalytical skillscommunication and interpersonal abilitiesonboarding process managementtouch points managementtracking processcontact management systemadoptionupdate contact management with client/member contact and preference informationgenerate reports in client management systemcommunication templatesscheduling meetings with client/membersSalesforceCRM platformsmaintain integrity of sensitive/confidential informationbasic understanding of products and servicesThrivent Financial
Hard Skills
client service model developmentclient service leveling strategiesanalytical skillscommunication and interpersonal abilitiesonboarding process management for new clientstouch points management for prospects and current clientstracking processcontact management systemcontact management updatesclient/member contact and preference information updatesgenerating reports in client management systemcommunication templates creationteam materials language updatesscheduling meetings with client/membersSalesforceCRM platformsSalesforce CRM usage (experience in Salesforce preferred/bonus)basic understanding of financial products and servicesThrivent Financial product and services knowledgeintegrity of sensitive/confidential information
Soft Skills
strong communicationinterpersonal abilitiesclient service focusability to handle multiple tasksmaintain high quality of workadaptability to frequent interruptionsintegrity of sensitive/confidential informationteamwork and collaborationplanning/organizing
Keywords for Your Resume
Business Development CoordinatorVilicus Financial AssociatesClient Service AdministratorFinancial Advisorsclient service modelclient service leveling strategiesclient level attributesonboarding processtouch pointscontact management systemtracking processadoptionclient/member contactpreference informationreportsclient management systemcommunication templatesscheduling meetingsclient/member facing activitySalesforceCRM platforms109920-30 hours a weeksensitive/confidential informationbasic understanding of our products and servicesThrivent Financialgenerate reports
Deal Breakers
Must be able to manage onboarding process and touch points for prospects and current clients, Must be able to update and use a contact management system for client/member contact and preference information, Must be able to generate reports in the client management system
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