The Miura Group · 2 months ago
Client Care Coordinator
Austin, TX 78703
Full-time
Hybrid
New Grad, Entry Level
$45K/yr - $55K/yrThe Miura Group is a well-respected financial firm focusing on boutique Wealth Management and is looking for a Client Care Coordinator to join their expanding team. This role involves assisting with client appointments, providing exceptional client service, and coordinating with team members to ensure client satisfaction.
Financial Services
Responsibilities
Work efficiently on ongoing client services and interaction (confirming appointments, scheduling lunch delivery, etc)
Contact clients to confirm receipt of forms or request return of completed forms
Communicate with clients to answer questions and respond to requests in a timely manner
Answer client phone calls and emails and connect them with the appropriate person on our team
Communicate with our home office as needed to supply or obtain information
You’ll prioritize effectively and will work within a team to accomplish office and team goals
Attend weekly development and team meetings to advance industry mastery
Qualification
Required
Impeccable attention to detail/accuracy
Fantastic people skills
Ability to assist clients directly
Efficient and effective task management
Operational and administrative specialist skills
Ability to multi-task
Ability to accurately follow a detailed process
Excellent follow-through and communication skills
Strong sense of collaboration as part of a goal-oriented team
Strong organizational and time management skills
Ability to set priorities and meet deadlines
Excellent verbal and written communication skills
Ability to gain rapport and cooperation at all levels in the organization
Ability to work independently and within a team
Ability to handle confidential and time-sensitive information
Ability to adapt to shifting priorities in a fast-paced environment
Preferred
Some experience in the customer service field
Bachelor's degree preferred but not required
Benefits
401(k)
Company parties
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Training & development
Vision insurance
Company
The Miura Group
We help successful people gain clarity and intentionality around their financial world.
Founded in 1987
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase