Job Description
Job Description
We are offering a short term contract employment opportunity for a Client Service Coordinator - Associate in the Investment Advisory industry, based in Columbia, MD.
The role primarily involves administrative support and client service coordination duties, and requires individuals with a strong customer orientation and an interest in finance.
Responsibilities :
- Offer administrative support to various departments, including answering phones, scheduling meetings and conferences, and sorting / distributing mail.
- Handle client-facing interactions, both in person and over the phone, fostering strong client relationships.
- Maintain attention to detail when managing financial record keeping tasks.
- Show a proactive approach to learn about finance and apply knowledge in daily tasks.
- Coordinate and lead special projects, demonstrating strong organizational skills.
- Perform ad hoc financial tasks as required, showcasing a strong understanding of finance.
- Maintain strong communication skills and utilize them in interactions with clients and team members.
- Execute typing and filing tasks efficiently and accurately.
- Show willingness and capability to work onsite.
- Utilize Microsoft Office for various tasks and show familiarity with its functions.
- Proficiency in answering inbound calls in a detail oriented manner
- Demonstrated ability in scheduling and coordinating meetings
- Solid understanding of finance and securities industry
- Strong phone presence and communication skills
- Experience in performing ad hoc financial tasks
- Proficiency in typing and filing tasks
- Capability to lead special projects and work onsite
- Track record of thorough record keeping
- Experience in coordinating and managing conference calls
- Ability to distribute incoming mail in a timely and organized manner
- Excellent organizational skills
- Prior administrative experience in an investment advisory or related industry.
Client Service Coordinator - Associate
We are offering a short term contract employment opportunity for a Client Service Coordinator - Associate in the Investment Advisory industry, based in Columbia, MD. The role primarily involves administrative support and client service coordination duties, and requires individuals with a strong cust...
Client Services Associate
A company is looking for an Associate, Client Services to manage client accounts and enhance customer experience in the crypto and Web3 space. ...
Client Service Associate
Are you that special person who can provide great service to our clients, is well organized and easily multi-tasks? We are growing our administrative team and looking for someone with strong administrative and communication skills to serve our investment clients! Our team has a great culture and we ...
Non-Registered Client Service Associate
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, a...
Client Coordinator
Maxim Healthcare Services is hiring for a Client Coordinator to work with clients, patients and active caregivers to identify open shifts, availability, and coordinate schedules. As a Client Coordinator you will be making a difference in the lives of your fellow team members, our caregivers, our pat...
Client Service Associate
The Client Service Associate acts as an advocate for our clients, connecting them with the necessary resources and providing valuable feedback to improve our products and services. The Client Service Associate plays a pivotal role in providing fast, friendly support to clients. The majority of commu...
Client Services Coordinator
The Client Services Coordinator will support advisors in delivering exceptional client service. CSP’s Real Estate & Financial Services practice has partnered with an independent financial services firm seeking a dynamic team member. This role is instrumental in ensuring clients' financial needs are ...
Client Service Coordinator
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets i...
Client Service Coordinator - 000361
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets i...
Client Service Associate (Remote)
D Aceto Services LLC is seeking a motivated and customer-focused Client Service Associate to join our remote team. In this role, you will be the primary point of contact for our clients, ensuring they receive exceptional service and support. Provide accurate information about products and services t...