Business Development Coordinator

Summary

The Business Development Coordinator is responsible for developing and implementing an effective client service model within Vilicus Financial Associates. Working closely with the Client Service Administrator and Financial Advisors, this role involves creating and maintaining client service leveling strategies, ensuring alignment with business goals. The specialist must possess strong analytical skills, excellent communication and interpersonal abilities. They are expected to work closely with the Client Service Administrator to interpret client needs and preferences and ensure that the client service model is effectively integrated into our practice. The Business Development Coordinator reports to and is employed by Vilicus Financial Associates.

This position will be in office in Bloomingdale. This is a 1099 position, compensating at $20-25/hr. This role will be 20-30 hours a week.

Job Description

Position Roles/Responsibilities/Accountabilities

• Interact with Financial Advisors and other team members to develop client service model that ensures a smooth and consistent client experience
• Establish client level attributes for each category
• Create and manage onboarding process for new client and touch points for prospects and current clients
• Develop tracking process for contact management system and implement adoption with current team
• Update the contact management system with client/member contact and preference information
• Generate and develop various reports in the client management system
• Establish and update communication templates and language for team materials
• Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
• Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
• Completes other miscellaneous tasks as assigned

Position Qualifications

• Previous experience in administration preferred
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
• Experience in a Salesforce or other CRM platforms is a bonus
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Ability to maintain integrity of sensitive/confidential information
• Basic understanding of our products and services, and Thrivent Financial

Competencies

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of the Vilicus team
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

As part of Vilicus Financial Advisors' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.