Demo

Client Care Coordinator

Chief of Staff KC
Johnson, KS Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 3/21/2025

**Responsibilities Include:**

  • Supporting Portfolio Managers in their daily activities
  • Handling administrative functions, such as document preparation and submission
  • Assisting with client operations, including opening new accounts and managing client relationships
  • Providing exceptional client service by greeting clients and resolving any issues that may arise

**Requirements:**

  • Experience in the financial services industry preferred
  • Proficiency in Microsoft Office Suite, particularly Excel
  • Strong communication and organizational skills

**Benefits of Working with Us:**

  • Opportunities for growth and professional development
  • A collaborative and supportive work environment
  • The chance to make a meaningful impact on our clients' lives

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