Job ID: 49407
Location: Gainesville, Georgia
Employment Type: Direct Hire
Last Updated: 30 days ago

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A financial organization in Gainesville, GA is seeking a warm and friendly Client Service Coordinator. This administrative role supports a high performing financial planning team as they serve clients. Important traits to have include the ability to thrive in a fast-paced, team-oriented environment, high attention to detail, strong communication skills, and strong personal values.
 
Direct hire opportunity with a full-time, 100% in-office schedule.
 
Responsibilities:
  • Perform receptionist duties including greeting guests and taking incoming calls
  • Schedule and prepare documents for client appointments
  • Manage the facilities, office equipment and supplies
  • Manage incoming mail and checks
  • Create cover letters and shipping labels for client packages
  • Scan, file, and fax documents
  • Take detailed notes and compile summary emails for client meetings
  • Process and manage the daily work follow-up after client meetings
  • Review and respond to emails as necessary
  • Maintain a tidy and clean office space where clients will feel comfortable
  • Work with our version of Salesforce database to support practice management
 
Qualifications:
  • Bachelor’s degree preferred
  • Proficient in Microsoft Office
  • 2+ years of professional experience
  • Strong technical aptitude
  • Sharp organizational skills
  • Great communication skills
  • High level of professionalism 
 
Benefits & Compensation:
  • $48,000 – $50,000
  • Vacation & holiday schedule
  • Employer sponsored health insurance
  • Contributing retirement