Client Services Coordinator

The Client Services Coordinator is an integral part of our team serving as the first impression to clients and prospects. This detailed and enthusiastic person will support the vision, positive culture and team spirit across our firm and clients.

The key role of this position is to engage and support the overall success of many different projects and initiatives by working side-by-side with our Advisory and Client Services teams. The Client Services Coordinator focuses on front desk duties, including reception and greeting clients, answering calls and office wide scheduling. This individual enjoys and excels at managing the dayto-day tasks and operations required to provide exceptional customer service and client care.

This position requires a pro-active approach and an ability to independently carry out the duties of the position. The ideal candidate will exhibit high standards, excellent communication skills, good judgment, and an ability to take initiative, and prioritize daily tasks. The ability to effectively manage time and multi-task with attention to detail is critical to this role