Client Relations Coordinator Jobs

About You

·Attention to detail is your thing!

·You believe great service should be the standard!

·You prefer a full day and aren’t scared of change

·You value people and teamwork

·You are great working independently and as part of a team

·You’re good with computers, including proficiency with MS Word, Excel, and Outlook

·Experience as an administrative assistant or similar role is considered an asset

About Us

·We are an established financial planning team

·We serve a wide array of client families and are growing quickly

·We love to help people and we want your support to enhance our clients’ experience

About the Role

The successful candidate will be client facing and responsible for the following:

·Data entry, transactions and follow-ups

·Responding to phone and email inquiries from both clients and the company.

·Responsible for daily, weekly, and monthly reporting.

·Preparing client files for meetings.

·Organizing, arranging, filing, and recording.

·Schedule management.

·Ability to handle conflict with grace

·Building relationships with both clients and service providers

If you feel like this would be a great fit for you and you can help us, get better, please send your resume to [email protected] with short blurb about why you’re awesome and you should be the one we bring on to the team.