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We are seeking a Client Service Coordinator - Associate to join our team in the Investment Advisory industry. This role involves a variety of administrative duties, including customer service, scheduling, and office coordination. As part of our team, you will have the opportunity to work on special projects and contribute to our commitment to providing exceptional service to our clients.
Job Responsibility:
Coordinate meetings and conference calls to ensure smooth communication within the team
Handle inbound calls, addressing customer inquiries and concerns professionally and promptly
Maintain an organized filing system for easy accessibility of documents
Distribute incoming mail to the appropriate recipients in a timely manner
Utilize Microsoft Office Suites and Microsoft Teams for various administrative tasks
Lead special projects, demonstrating strong organizational skills and attention to detail
Exhibit strong communication skills in all interactions, both internally and externally
Prioritize tasks effectively to meet deadlines and commitments
Provide general administrative support to the department, including typing and scheduling
Ensure the office is well-stocked with necessary supplies and equipment for efficient operation
Requirements:
Proficiency in answering inbound calls to assist clients and provide them with information
Experience in scheduling appointments, meetings, and calls to ensure smooth business operations
Fast and accurate typing skills for efficient documentation and communication
Ability to manage filing systems effectively, ensuring that all documents are properly stored and easily retrievable
Excellent communication skills to interact with clients professionally and clearly
Experience in handling conference calls, including setting up, moderating, and troubleshooting
Proficiency in Microsoft Office Suites for creating presentations, managing data, and drafting reports
Capability to lead special projects, demonstrating leadership, initiative, and strategic planning
Willingness to work onsite, demonstrating flexibility and commitment
Experience in coordinating meetings, including setting agendas, inviting participants, and keeping minutes
Knowledge of Microsoft Teams for effective remote communication and collaboration
Ability to distribute incoming mail promptly and accurately
Having an A Plus certification is desirable but not mandatory
Strong organizational skills to manage multiple tasks efficiently and meet deadlines
Previous administrative experience, demonstrating a solid understanding of administrative procedures and best practices
Nice to have:
Having an A Plus certification is desirable but not mandatory
What we offer:
medical, vision, dental, and life and disability insurance
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