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Thanks for applying for the Client Success & Office Coordinator role!

Please complete the questions below so we can learn more about you.

This should take about 10–15 minutes.

First Name *

Last Name

Phone *

Email *

Why do you want to work for Transformation Wealth Group, and what about our mission resonates with you? *

How do you see your role in contributing to client loyalty and repeat business? *

Tell me about a time you handled a client request that required both empathy and attention to detail. What did you do? *

This role involves following established processes and handling routine tasks every day. How do you keep yourself motivated and engaged in that environment? *

When you’re juggling multiple client needs, how do you decide what to handle first? *

Describe a time when a last-minute client need disrupted your schedule. How did you handle it? *

You’ll be working closely with a fast-paced leader who moves quickly from idea to action. What’s your approach to keeping up and staying aligned? *

Where do you see yourself professionally in the next 3–5 years? *

When a client calls with a problem that’s important to them but not urgent on your list, what’s your first instinct? *

Fit it into my schedule when I have time

Listen fully, reassure them, and work on it right away

Direct them to the right resource and move on

Tell them it will have to wait until scheduled time

How do you feel about following established processes for daily work? *

I like having a clear, consistent routine

I prefer to change things up often

I’ll follow them if required, but prefer flexibility

I usually find my own way of doing things

A fast-moving manager gives you a quick verbal instruction for something they need within the hour. What do you do?

Work on it when I can fit it in.

Wait until I have all the information before starting.

Take action right away without asking questions.

Clarify expectations, prioritize it, and keep them updated until it’s done.

When priorities suddenly change, how do you respond? *

Stay calm, adjust, and focus on keeping everyone informed

Push back if it interrupts my work

Get it done quickly, no matter what it takes

Pause to double-check all details before acting

What motivates you most in a role like this? *

Knowing I made a client’s day better

Beating performance targets

Making sure everything is done perfectly

Learning new skills and taking on new projects

Which statement best describes your work style? *

I thrive when I can build strong relationships and collaborate often

I prefer working independently without much interaction

I like short interactions but prefer to focus on my own tasks

I work best when I’m leading the project

How many years have you worked in a role that involved direct client communication? *

How many years have you been in an administrative or operations role? *

On average, how many client interactions did you handle per day in your last role? *

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Transformation Wealth Group

Transformation Wealth Group

[email protected]

(215) 240-4038

www.transformationwealthgroup.com