Job Title: Client Services Coordinator
About the Role
This is a pivotal position within our organization that demands high standards of client support and administrative expertise.
The role entails delivering exceptional service to clients, ensuring seamless office operations, and providing comprehensive administrative assistance to the team.
Key Responsibilities
* Welcome clients and address their inquiries with professionalism and promptness
* Manage mail and office supplies, maintaining an organized and well-stocked office environment
* Offer general administrative support to the team, encompassing tasks such as data entry and filing
Ideal Candidate Profile
* Possesses relevant education in financial planning or related field
* Demonstrates excellent interpersonal skills and a genuine passion for assisting others
* Ambitious towards advancing their career in financial services, potentially transitioning into an advisory role
Required Skills and Qualifications
* Exemplary communication and organizational skills
* Ability to work independently and as part of a collaborative team
* Proficiency in Microsoft Office and other software applications