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Client Coordinator for Global Professional Services Firm

Company: Career Group
Location: San Diego
Posted on: January 17, 2020

Job Description:

A leading finance firm with beautiful offices in San Diego is looking for a top-notch Client Coordinator to support their collaborative, friendly, and high-functioning team. This is the ideal role for a candidate who is adept at interpersonal communication and has a strong drive to play an important role in the operations of a global firm. You will collaborate with financial advisors, as well as clients, to foster relationships and promote the goals of the organization. Your positive attitude and can-do mentality will help you as you build rapport and gain client trust. If you are looking to truly exercise your organizational, analytical and people skills, as well as find career growth and longevity, then please submit your resume for consideration. - What you'll do: Effectively address incoming client inquiries and concerns Oversee incoming emails and phone calls Compose correspondence for team as needed Manage team schedule and prepare materials for meetings Build financial presentations for high-level and prospective clientele Arrange travel and supervise expense reporting Maintain updated file archives and client contact information Other additional duties as assigned - What you'll need: Bachelor's degree strongly preferred At least one years' work experience in a corporate environment Background in financial services a plus Demonstrated proficiency in MS Office Effective and polished communication skills Superb organizational and multitasking capabilities Commitment and dedication to high standard of work - Hours for this position are 8:00 AM - 5:00 PM with overtime as needed, depending on assigned projects. Please submit current resume to apply! You can use to collect and manage your references for free and share them with us or anyone else you choose. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early. We will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.

Keywords: Career Group, San Diego , Client Coordinator for Global Professional Services Firm, Other , San Diego, California

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