What are the responsibilities and job description for the Client Service Coordinator position at Atlantic Group?
We are seeking an experienced Client Service Coordinator to join our team at Atlantic Group. The successful candidate will be responsible for overseeing a high volume of materials, ensuring consistency in formatting, naming, and tracking, while adhering to outlined procedures.
Key Responsibilities
- Monitor firm-wide posting and communications based on intake forms, providing regular updates to key stakeholders on their status.
- Execute daily client communications through Sales and Marketing Cloud, managing campaigns, utilizing templates, and coordinating ad-hoc mailings as needed.
- Collaborate with Client Services leadership and team members to establish a global support and processing model, working with other teams to centralize operations and implement clear document management protocols.
The ideal candidate will have a strong background in client service experience within financial services (Private Equity, Asset Management, etc.). They will also possess excellent communication skills, be able to work autonomously, and have experience handling a number of funds.
