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HomeCompaniesC1c07e5d 229c 4dc9 8d2e 8393dcb76786 19000101 000001Client Care Coordinator

Client Care Coordinator

C1c07e5d 229c 4dc9 8d2e 8393dcb76786 19000101 000001 · Portage, MI, US, Portage, MI · Active · ADP Workforce Now Recruiting

Job facts

FieldValue
CompanyC1c07e5d 229c 4dc9 8d2e 8393dcb76786 19000101 000001
TitleClient Care Coordinator
Normalized title-
Department / team-
LocationPortage, MI, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-03-24 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from C1c07e5d 229c 4dc9 8d2e 8393dcb76786 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Portage.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyC1c07e5d 229c 4dc9 8d2e 8393dcb76786 19000101 000001
Sourcec7df6fee-32c8-445b-ad1e-2ccc2010ec04
ATS providerADP Workforce Now Recruiting

Description

Job Title: Client Care Coordinator Purpose: The Client Care Coordinator (CCC) supports the Wealth Advisor and plays a key role in delivering a Raving Fan experience as the first interaction clients and prospects have with Credent Wealth Management. The CCC is responsible for ensuring all feel welcomed and comfortable to discuss finances, family, and livelihoods with our Client Service Associates, Financial Planners, Wealth Managers, Wealth Advisors, and Financial Advisors. They are responsible for friendly greeting, answering and directing phone calls, coordinating/scheduling all meetings with clients and prospects, ensuring communications with clients and prospective clients are documented within our CRM for follow-up, coordinating and preparing local client events, keeping the office clean and stocked, and providing customer service above and beyond expectations. Job Responsibilities: Answer, screen, and route incoming phone calls from clients, prospects, vendors, and others as appropriate. Greet all in-person visitors, notify team members, and converse with visitors during any wait. Coordinate team member calendars with client meetings, client/prospect events, out-of-office travel availability, and meeting room availabilities. Coordinate and schedule 100% of client Goal Reviews and Risk Audits. Research, schedule, coordinate, and finalize all details including preparing materials for client and prospective client events. File and submit confidential documents and compliance forms per custodial entity request, or client account completion. Update client and prospect information in CRM, distribute email communications, and mail paper notices to clients as requested. Keep office clean, supplies stocked, and manage office mail. Work with all other team members in a way that is conducive with the mission, values, and beliefs of the company to provide customer service beyond expectations. Hours: Monday through Friday; 8 AM to 5 PM Occasional evening hours at client and prospective client events Knowledge, Skills, and Abilities: Warm, polite, and professional customer service behaviors Excellent verbal and written communication skills Able to work independently majority of time Highly detailed and organized Ability to coordinate and plan local events Proficient in Microsoft Office and CRM software Comfortable multitasking, changing focus at a moment’s notice Commitment to client confidentiality Education: High School Diploma; Associate or Bachelor's degree in business administration a plus Experience: 1+ year in client-facing, phone customer relations or administrative role

Full job record

Job ID0d1d2c04ed78ed20ebf14c16d133bc793c7fe756
Org ID396d24c0-42c5-4d30-81a9-fb5379ea0c50
Source IDc7df6fee-32c8-445b-ad1e-2ccc2010ec04
Board IDc7df6fee-32c8-445b-ad1e-2ccc2010ec04
Provideradp_workforcenow
Provider Job Key557734
TitleClient Care Coordinator
Normalized Title
Statusactive
Activeyes
Location TextPortage, MI, US, Portage, MI
Department
Team
Employment Typefull_time
Workplace Type
Remote Policy
CountryUnited States
RegionMI
CityPortage
Salary Raw
Salary Min
Salary Max
Salary Currency
Salary Period
Source URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=c1c07e5d-229c-4dc9-8d2e-8393dcb76786&ccId=19000101_000001&lang=en_US&type=JS&jobId=557734&jwId=9201178753489_1
Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=c1c07e5d-229c-4dc9-8d2e-8393dcb76786&ccId=19000101_000001&lang=en_US&type=JS&jobId=557734&jwId=9201178753489_1
First Seen At2026-05-31 18:54:32Z
Last Seen At2026-06-06 12:19:13Z
Last Checked At2026-06-06 12:19:13Z
Last Changed At2026-06-06 12:19:13Z
Inactive At
Source Posted At2026-03-24 15:26:00Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=adp_workforcenow/board=c1c07e5d-229c-4dc9-8d2e-8393dcb76786|19000101_000001/date=2026-06-06/2026-06-06T12-18-22-500Z-b99a83145a57b32c22c9c32a2374dadf720582b676cbc50efc22ec49c1497c47.json
Event Fields
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Parsed Structured
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  "salary_currency": null
}
Extensions
{}
Native Structured
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