Demo

Client Engagement Specialist

Alnamo Corp
Sunnyvale, CA Full Time | Contractor
POSTED ON 12/12/2025
AVAILABLE BEFORE 3/31/2026

Job description:

The Client Engagement Administrator will be responsible for assisting the Chief Representative & Relationship Managers, attending the front desk and carrying out office administration activities.

Areas of Responsibilities:

1. Provide administrative assistance to Chief Representative & other members of the organization.

2. Manage correspondence, meeting planning and scheduling, expense reports, couriers to be sent, and report preparation.

3. Manage the front desk at all times and distribute mail accordingly.

4. Assist with the production of proposals and presentations for different Business Managers.

5. Replies directly to general inquiries, non-technical topics and brief correspondence.

6. Understand Bank products and help customers with standard queries on those products

7. Attends to incoming phone calls, walk-in client queries, provides resolution to general queries and assigns specific queries to Relationship Managers

8. Follows up with clients for resolution of queries, fulfilment of documentation. Makes outbound calls to clients as and when required

9. Collects and compiles weekly departmental reports into a progressive report

10. Provide back-up coverage for alternate reception duties during breaks & absences.

11. Coordinates with vendors and service providers for proper maintenance of office premises

12. Follow SOP guidelines and adhere to procedures mentioned in the SOP.

13. Assist in Telecommunications (Cell Phones and Land-lines).

14. Meet vendors periodically and review the contracts and pricing under direction from supervisor.

15. Other duties as assigned.

Job Types: Full-time, Contract

Pay: $60,000.00 - $75,000.00 per year

Experience:

  • Customer relationship management: 1 year (Required)

Work Location: In person

Salary : $60,000 - $75,000

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