ABOUT MOVE HEALTH:

At Move Health, we empower financial advisors to integrate proactive healthcare planning into their client services, ensuring every retiree can navigate health insurance and Medicare with confidence. We’re a collaborative, mission‑driven team committed to doing the right things for the right reasons and serving people well.

POSITION OVERVIEW:

As our Client Services Coordinator, you’ll be the backbone of our licensed‑agent team, keeping everything running smoothly behind the scenes while also serving as a friendly first point of contact for our clients. Your combination of administrative prowess and warm client care will ensure that our advisors can focus on delivering expert healthcare guidance.

ADMINISTRATIVE DUTIES:

• Manage office supplies, vendor relationships, and general office upkeep
• Schedule meetings, coordinate calendars, and prepare materials for client appointments
• Assist with ad‑hoc projects such as reporting, data entry, billing inquiries, service updates, and document organization