Job description

Client Services Coordinator

Horizon Staffing Solutions is seeking a Client Services Coordinator for a boutique registered investment advisory firm located in mid-town New York City. The firm specializes in providing tailored investment advice and solutions to high net worth individuals and families. We are seeking a highly motivated and talented Client Services Coordinator to join their team. This is a growth-oriented role that involves actively supporting the client service team and communicating with clients as well as office admin support.

Job Details:

• Monday through Friday
• 9am-5pm
• Mid-Town Manhattan

Job Responsibilities:

Assist the client service coordination team in multiple areas including:

• Managing client data
• Confirming and scheduling client meetings
• Handling multiple calendars
• Conducting mass communications
• Communicating directly with clients
• Providing telephone support
• Assisting with mail and check processing
• Providing office administrative support such as maintaining and ordering supplies, binding, copying, etc.

Qualifications:

• A college degree is required
• 2-3 years of prior experience preferred
• Excellent communication skills
• Proficient in Microsoft Office Suite (PowerPoint, Excel, and Word)
• Strong team player who works well with others
• Ability to prioritize workflow and manage time effectively
• Clear and pleasant telephone manner
• Ability to work in a fast-paced work environment
• Excellent interpersonal skills
• Ability to function well in a dynamic team environment

Compensation:

• Competitive base salary of $60,000 per year
• Bonus opportunity
• Full benefits package

If you are looking for a challenging and rewarding opportunity to grow your career in the investment advisory industry, please submit your resume for consideration.

Job Type: Full-time

Pay: $60,000.00 per year

Benefits:

• 401(k)
• Health insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Education:

• Bachelor's (Required)

Experience:

• Client Services: 2 years (Preferred)
• Finance: 2 years (Preferred)

Work Location: One location

colinoncars.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, colinoncars.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, colinoncars.com is the ideal place to find your next job.