Service Coordinator
CFP Board
About this role
This role provides administrative support within the Service Operations Department, focusing on customer service, report preparation, scheduling, and coordination of service activities. The position involves working closely with various teams to ensure customer satisfaction and efficient service delivery.
Skills
Qualifications
About CFP Board
cfp.netCFP 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.
About CFP Board
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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View leadership team, funding history,
and employee contacts for CFP Board.
Salary
$45k – $63k
per year