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Client Relationship Coordinator
Provincial Development Group

Contact Person: Blain Wease
Contact Email:
Contact Phone: (615) 591-3960

Job Description

Firm Summary
We serve Wealth Management Firms by equipping their leaders to lead more effectively, build
scale and realize sustainable growth. Our holistic approach enables us to identify and resolve
root causes that impede transformative progress. We help our clients achieve meaningful
results through an engaged and dynamic collaboration, that transcends the traditional
limitations of consulting. The foundation of our effectiveness hinges upon high-trust client
relationships. This enables us to communicate what our clients need to hear, rather than the
confines of only what they want to hear. Our north star of success is to serve the best interests
of our clients.

Position Outline
Serve as a liaison on behalf of our firm, to support, facilitate and enhance our relationships
with clients

Outline of responsibilities:
§ Client Services Project Management
o Gantt Charts
§ Compile and analyze data
§ Generate reports
§ Prepare presentations
§ Manage firm Data Base
§ Coordinate logistics
§ Additional opportunities may be added over time

Key Contributions
§ Ensure client services are delivered with accuracy & excellence
§ Ensure communication is professional, accurate and proactive
§ Ensure that nothing falls through the cracks
§ Delight our clients

Desired Characteristics
§ Detailed orientated & accurate
§ Proactive
§ Organized
§ Intuitive
§ Ownership minded
§ Excellent communication skills
o Verbal
o Written
§ Strong problem solver
§ Persistent
§ Efficient
§ Flexible
§ Able to manage and process significant amounts of data
§ Capable intellectual ability
§ Self-managed & directed
§ Self-starter
§ High level of anticipation skills
§ Strong systems thinker & navigator
§ Professional
§ Teachable
§ Honest
§ Able to receive constructive feedback
§ Basic tech capability (i.e., Microsoft Office etc.)

Time Commitment

§ Part time
§ Estimated weekly hours 5 – 15 hours
§ Weekly internal meeting

§ Remote work, work where your life happens

§ Based on experience, competency and overall fit
§ Initial 90 day mutual evaluation period will apply

§ Prefer Mac based
§ Microsoft Office Suite
§ Daylite CRM
§ Microsoft Planner

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