Talent.com
Reception & Client Services Coordinator (Winston-Salem)
Reception & Client Services Coordinator (Winston-Salem)The Resource Co • Winston-Salem, NC, US
Reception & Client Services Coordinator (Winston-Salem)

Reception & Client Services Coordinator (Winston-Salem)

The Resource Co • Winston-Salem, NC, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [job_card.part_time]
[job_card.job_description]

Our client, an established financial planning / insurance firm in Winston-Salem, is seeking a highly organized and people-focused team member to support their advisors in their first 05 years of practice. This role blends front-office reception, client service, and hands-on case management for insurance applications. Youll be the first point of contact for visitors and policy owners, keep advisors administrative processes moving, and ensure a smooth client experience from initial paperwork through underwriting.

Schedule / Compensation :

  • Full-time, in-person located in Winston-Salem, MondayFriday, 8 : 00 AM5 : 00 PM
  • Salary : $40,000$50,000 (depending on experience)

Responsibilities :

Front Office & Client Support

  • Greet visitors and provide a professional first impression
  • Direct client calls and questions to the appropriate team member
  • Manage incoming and outgoing mail and communications
  • Maintain compliant client file folders and electronic records

    • Advisor Support & Operations

  • Act as the primary administrative partner for 05 year advisors
  • Log case notes in CRM and keep client information up to date
  • Assist with application processing and underwriting requests
  • Schedule medical exams and track missing documentation
  • Run weekly reports and update case status for team visibility
  • Support basic service requests (beneficiary / address changes, payment updates, etc.)

    • Collaboration & Growth

  • Participate in weekly 1-on-1 touchpoints with supported advisors (not coachingstatus check and problem solving)
  • Attend team meetings and share relevant updates
  • Assist with basic marketing needs (starter kits, business cards, online profiles, etc.)
  • Work with leadership on projects as needed

    • Qualifications :

  • Strong attention to detail and follow-through
  • Excellent customer service and communication skills
  • Highly organized, able to juggle multiple priorities
  • Proficient with Microsoft Office (Excel, Word)
  • Ability to learn new systems (CRM experience a plus)
  • Positive, professional presence and ability to work with diverse personalities
  • Interest in long-term professional development

    • Licensing

    You will be supported in obtaining :

  • NC Life & Health Insurance License
  • NC Long-Term Care License
  • Company covers licensing costs and provides a bonus upon passing.

    • Benefits :

  • Medical, dental, vision, disability, and 401(k)
    • [job_alerts.create_a_job]

    Client Service Coordinator • Winston-Salem, NC, US

    [internal_linking.similar_jobs]
    Travel Radiation Therapist - $2,532 per week in Salisbury, NC

    Travel Radiation Therapist - $2,532 per week in Salisbury, NC

    Medical Solutions • Salisbury, NC, US
    [job_card.full_time]
    A facility in Salisbury, NC is seeking its next amazing Radiation Therapist.Read on if this sounds like your perfect fit!. Nurses and allied healthcare professionals are in high demand nationwide, a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Cath Lab Tech - $2463.5 / Week

    Travel Cath Lab Tech - $2463.5 / Week

    Uniti Med • Salisbury, NC, US
    [job_card.full_time]
    Uniti Med is seeking an experienced Cath Lab Tech for an exciting Travel Allied job in Salisbury, NC.Shift : Inquire Start Date : 12 / 08 / 2025 Duration : 13 weeks Pay : $2463. Uniti Med provides career op...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Field Service Technician - Winston-Salem

    Field Service Technician - Winston-Salem

    FilterPro USA, LLC • Rural Hall, NC, US
    [job_card.full_time]
    We are seeking a Filter Changer to join our team.The primary responsibility of this role is to replace, clean, and maintain filters in various systems to ensure optimal performance.Company provides...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Reception & Client Services Coordinator (Winston-Salem)

    Reception & Client Services Coordinator (Winston-Salem)

    The Resource Co • Winston-Salem, NC, United States
    [job_card.full_time]
    Our client, an established financial planning / insurance firm in Winston-Salem, is seeking a highly organized and people-focused team member to support their advisors in their first 05 years of prac...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Ultrasound Tech - $1,842 to $2,042 per week in Winston Salem, NC

    Travel Ultrasound Tech - $1,842 to $2,042 per week in Winston Salem, NC

    LRS Healthcare • Winston Salem, NC, US
    [job_card.full_time]
    Ready to start your next travel adventure? LRS Healthcare offers a full benefits package, 24 / 7 support, and a responsive, traveler-first culture. What are you waiting for? Apply today!.Valid license...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Travel Physical Therapist (PT) - $1,746 to $1,816 per week in Salisbury, NC

    Travel Physical Therapist (PT) - $1,746 to $1,816 per week in Salisbury, NC

    AMN Healthcare Allied • SALISBURY, NC, US
    [job_card.full_time]
    Job Description & Requirements.Physical Therapist - Outpatient - (PT) .StartDate : ASAP Pay Rate : $1746.Travel Physical Therapist jobs in Salisbury, NC offer you the chance to work short-term ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Radiation Therapist - $2,532 per week in Salisbury, NC

    Travel Radiation Therapist - $2,532 per week in Salisbury, NC

    AlliedTravelNetwork • Salisbury, NC, US
    [job_card.full_time]
    AlliedTravelNetwork is working with Medical Solutions to find a qualified Radiation Therapist in Salisbury, North Carolina, 28144!. A facility in Salisbury, NC is seeking its next amazing Radiation ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Echo Tech - $2080 / Week

    Travel Echo Tech - $2080 / Week

    Premier Medical Staffing Services, LLC • Winston-Salem, NC, US
    [job_card.full_time]
    Premier Medical Staffing Services, LLC is seeking an experienced Echo Tech for an exciting Travel Allied job in Winston-Salem, NC. Shift : 5x8 hr days Start Date : ASAP Duration : 13 weeks Pay : $2080 / ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Side Hustle Coordinator (Part-Time Remote)

    Side Hustle Coordinator (Part-Time Remote)

    Finance Buzz • Pinnacle, North Carolina, US
    [filters.remote]
    [job_card.full_time] +2
    We are looking for someone to take part in a program designed for people who already hold a full-time position but want extra income. You’ll explore proven side-hustle models, try them out, and find...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Radiation Therapist - $2,532 per week in Salisbury, NC

    Travel Radiation Therapist - $2,532 per week in Salisbury, NC

    AlliedTravelCareers • Salisbury, NC, United States
    [job_card.full_time]
    AlliedTravelCareers is working with Medical Solutions to find a qualified Radiation Therapist in Salisbury, North Carolina, 28144!. A facility in Salisbury, NC is seeking its next amazing Radiation ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    HR Benefits Coordinator

    HR Benefits Coordinator

    InsideHigherEd • Salisbury, North Carolina, United States
    [job_card.full_time]
    The Human Resources Benefits Coordinator provides administrative support for all employee benefits processes at the college. Assists employees in navigating benefit options and ensures compliance wi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Work From Home -AI Writing Reviewer - Remote

    Work From Home -AI Writing Reviewer - Remote

    Outlier • Pilot Mountain, NC, United States
    [filters.remote]
    [job_card.full_time]
    Earn up to $16 USD / hourly and work remotely and flexibly.Outlier, a platform owned and operated by Scale AI, is looking for. If you're passionate about improving models and excited by the future of ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Travel Physical Therapist - $2,200 per week

    Travel Physical Therapist - $2,200 per week

    SkyBridge Healthcare Therapy • Salisbury, NC, United States
    [job_card.full_time]
    SkyBridge Healthcare Therapy is seeking a travel Physical Therapist for a travel job in Salisbury, North Carolina.Job Description & Requirements. SkyBridge Healthcare is actively seeking a dedicated...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $1,940 per week in Salisbury, NC

    Travel Physical Therapist (PT) - $1,940 per week in Salisbury, NC

    Core Medical Group • Salisbury, NC, US
    [job_card.full_time]
    Outpatient Physical Therapist Needed in NC,.CoreMedical Group has hundreds of exciting and rewarding travel assignments throughout the country for Travel Allied Professionals and Travel Nurses.Plus...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Cath Lab Tech - $2706 / Week

    Travel Cath Lab Tech - $2706 / Week

    Cynet Health • Salisbury, NC, US
    [job_card.full_time]
    Cynet Health is seeking an experienced Cath Lab Tech for an exciting Travel Allied job in Salisbury, NC.Shift : 5x8 hr days Start Date : 12 / 29 / 2025 Duration : 13 weeks Pay : $2706 / Week.Ranked #5 Best...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Associate

    Relationship Associate

    First National Bank of Pennsylvania • Winston Salem, NC, United States
    [job_card.full_time]
    Make a difference - for us and for your future.This position is primarily responsible for assisting the Financial Advisors in the establishment and maintenance of accounts and client relationships....[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel CT Tech - $2462.62 / Week

    Travel CT Tech - $2462.62 / Week

    Pulse Healthcare Services • Winston-Salem, NC, US
    [job_card.full_time]
    Pulse Healthcare Services is seeking an experienced CT Tech for an exciting Travel Allied job in Winston-Salem, NC.Shift : 3x12 hr nights Start Date : ASAP Duration : 13 weeks Pay : $2462.About Pulse H...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Customer Support Operations Specialist

    Customer Support Operations Specialist

    VirtualVocations • Winston Salem, North Carolina, United States
    [job_card.full_time]
    A company is looking for a Customer Support Operations Generalist.Key Responsibilities Communicates with corporate personnel and external customers, responding to correspondence through various c...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]