What are the responsibilities and job description for the Client Services Coordinator position at Boly:Welch?
Job Number: 31858
Salary: $65K-$70K DOE
Industry: Financial Services
Must Haves
Are you looking to put your administrative and client service skills to use at an award-winning financial services firm? Consider this Client Services Coordinator position, supporting the equity management team.
In this position, you’ll take on the essential operational tasks to move projects forward, keeping clients happy and your internal colleagues on track. As the primary point of contact for clients, you’ll manage scheduling and correspondence, anticipating needs and providing regular updates. Your technology skills will be important as you maintain the firm’s database, streamline workflows, and troubleshoot technical difficulties.
This will require strong attention to detail, multitasking capabilities, and excellent client service skills. Your team appreciates proactive and creative problem solving to ensure that clients have the best possible experience.
This is an in-office position.
Your New Organization
While the function of this consulting firm is to grow and strategize with their members, their most valued assets are their employees. The office is busy, and collaborative teamwork is a priority. They’re committed to providing tailored service to their clients that will help them grow and preserve their financial assets to meet their business goals – whatever that might look like for them.
Benefits include PTO; dental, medical, and vision coverage; disability and life insurance; and a 401(k) plus match.
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
Interested in seeing more positions like this? Click here .
Please Note
Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role.
We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application!
Local candidates are strongly encouraged to apply!
#ENT0622
Salary: $65K-$70K DOE
Industry: Financial Services
Must Haves
- 3 years of administrative experience in legal, wealth management, or financial services
- Proficiency in Microsoft Office and Adobe Acrobat
- Experience with Salesforce preferred
- High school diploma required
Are you looking to put your administrative and client service skills to use at an award-winning financial services firm? Consider this Client Services Coordinator position, supporting the equity management team.
In this position, you’ll take on the essential operational tasks to move projects forward, keeping clients happy and your internal colleagues on track. As the primary point of contact for clients, you’ll manage scheduling and correspondence, anticipating needs and providing regular updates. Your technology skills will be important as you maintain the firm’s database, streamline workflows, and troubleshoot technical difficulties.
This will require strong attention to detail, multitasking capabilities, and excellent client service skills. Your team appreciates proactive and creative problem solving to ensure that clients have the best possible experience.
This is an in-office position.
Your New Organization
While the function of this consulting firm is to grow and strategize with their members, their most valued assets are their employees. The office is busy, and collaborative teamwork is a priority. They’re committed to providing tailored service to their clients that will help them grow and preserve their financial assets to meet their business goals – whatever that might look like for them.
Benefits include PTO; dental, medical, and vision coverage; disability and life insurance; and a 401(k) plus match.
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
Interested in seeing more positions like this? Click here .
Please Note
Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role.
We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application!
Local candidates are strongly encouraged to apply!
#ENT0622
Salary : $65,000 - $70,000