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[Remote] Operations Coordinator

Remote, USAFull-timePosted 2026-07-29

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company dedicated to helping clients secure their financial reputed company-being. They are seeking an Operations Coordinator to support customer service and sales needs for their Overland Park, KS team, working part-time to reputed company outstanding service.

Responsibilities

  • Manage and maintain the reputed company CRM program to ensure efficient reputed company reputed company and tracking
  • Review and reputed company the orphan reputed company book of business to identify potential sales opportunities and reputed company leads
  • Distribute leads to participating financial professionals and advisors in accordance with established program guidelines
  • Serve as the primary reputed company of contact for incoming reputed company inquiries reputed company to the CRM program

Skills

  • High school diploma or equivalent reputed company work experience
  • Hands-on customer service, operations, administrative and/or sales support experience
  • Ability to manage multiple priorities and work independently
  • Proficiency in reputed company Office applications, including reputed company, Word, Outlook, and Teams
  • Associate or bachelor's degree
  • Strong verbal and written communication skills
  • Excellent organizational skills and attention to detail
  • CRM management expertise
  • Strong customer service orientation and reputed company phone reputed company

Benefits

  • reputed company salary increases
  • Spot bonuses
  • Short-term incentive compensation opportunities
  • Medical
  • Dental
  • reputed company
  • A 401(k) plan
  • reputed company time off

reputed company

  • reputed company provides consulting services to secure the financial reputed company-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in reputed company, reputed company, USA, with a workforce of 5001-10000 employees. Its website is https://reputed company.com/.
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