Operations Coordinator

This is a fully remote position, open to applicants in Kansas.

📋 Description

• Oversee and sustain the branch's CRM program to guarantee effective lead generation and tracking.

• Analyze and explore the orphan client portfolio to uncover potential sales opportunities and qualified leads.

• Allocate leads to participating financial professionals and advisors following established program protocols.

• Act as the main point of contact for incoming client inquiries pertaining to the CRM program.

⛳️ Requirements

• High school diploma or equivalent relevant professional experience.

• Practical experience in customer service, operations, administrative support, and/or sales assistance.

• Capability to handle multiple tasks and work independently.

• Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and Teams.

🏝️ Benefits

• Medical coverage

• Dental coverage

• Vision coverage

• A 401(k) plan

• Paid time off