Demo

Reporting Coordinator- Capital Access (5801)

NextPath Workforce Solutions
Memphis, TN Contractor
POSTED ON 8/1/2026
AVAILABLE BEFORE 8/30/2026
NextPath Workforce Solutions is currently seeking a Reporting Coordinator to join our client’s team in Memphis, TN. This is a Hybrid, Contract position.

SALARY: $21-$23 per hour (depending on experience)

Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.

Requirements

  • High school diploma or equivalent, with a minimum of 3 years of client services experience
  • Strong proficiency in Microsoft Office, especially Excel and Outlook
  • Excellent verbal and written communication skills
  • Ability to make quick, informed decisions under pressure
  • Professional, pleasant demeanor focused on client satisfaction
  • Comfortable working with high-net-worth individuals and financial professionals
  • Willing to fully engage in team meetings, both virtual and in-person

Responsibilities

  • Manage and process daily operational reports within strict deadlines
  • Handle sensitive and confidential client information discretely and accurately
  • Provide phone support to clients and financial advisors, approximately half of workday
  • Deliver exceptional service in all client interactions
  • Collaborate effectively with team members during virtual and in-person meetings
  • Participate actively in team discussions, training, and feedback sessions
  • Utilize Microsoft Office Suite (Excel, Outlook, Word) at an advanced level

Nextpath Workforce Solutions

NextPath is a strategic talent partner connecting skilled professionals with organizations driving innovation and growth. Our recruiting team brings more than 80 years of combined experience in workforce solutions, offering flexible engagement models including contract, project-based, contract-to-hire, and direct hire roles.

If this position doesn’t seem to fit, we have additional clients with roles that could be a better match. Reach out by emailing your resume to apply@nextpathcp.com for a recruiter to engage.

We are an Equal Opportunity Employer.

View all open jobs: http://www.nextpathcp.com

The post Reporting Coordinator- Capital Access (5801) appeared first on NextPath Workforce Solutions.

Salary : $21 - $23

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