CFP Board
The Compliance and Service Coordinator role involves coordinating fire and life safety inspections, service work orders, scheduling, compliance reporting, and customer communications. This position ensures accurate documentation, timely service completion, and high customer satisfaction by working closely with portfolio managers, service supervisors, technicians, and customers. The coordinator is responsible for creating and tracking reports, handling customer calls, and preparing repair estimates and proposals.
Headquarters
Washington, District Of Columbia, United States
Company Size
51-200 employees
Founded
1985
CFP Board (Certified Financial Planner Board of Standards, Inc.) is a nonprofit organization that owns and administers the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, setting rigorous education, examination, experience, and ethical standards for financial planners. It maintains the national registry of CFP® professionals, approves education programs, administers the CFP® exam, and enforces a code of ethics and disciplinary processes to protect consumers. CFP Board also provides consumer resources to find and verify financial planners, promotes public awareness of financial planning, and advances professional competency and public trust in the profession.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CFP Board.
20% above the average for this role
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