Front Desk Admin
RightClick · Rockingham County, NH · 1 wk ago
AdministrativeContract
Our client is seeking a Client Service Coordinator to provide administrative and client-facing support to a Wealth Management team serving high-net-worth clients. The ideal candidate is highly organized, detail-oriented, and enjoys building positive relationships with both clients and colleagues. This is an onsite position based in Rockingham County, NH. Client Service Coordinator's Responsibilities And Duties Greet clients and advisors and serve as a welcoming first point of contact in the officeAnswer inbound calls and respond to client email requestsSchedule appointments and gather client data for ongoing service processesEnsure paperwork and procedures for client requests are completed and adhere to compliance requirementsCoordinate with internal operations departments to fulfill client requestsManage client deposits and related transactions Client Service Coordinator's Qualifications And Skills At least one year of experience in an office environment with a customer service focusHigh school diploma required; Bachelor's degree highly preferredFinancial services industry experience a plusNotary designation a plusStrong MS Word, Excel, and Outlook skills; prior use of a CRM system (e.g., Salesforce) a plusAbility to prioritize in a fast-paced environment while maintaining attention to detail RightClick is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship or any other characteristic protected by law. #Onsite