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Client Service Representative

Find Great People
Gainesville, GA Full Time
POSTED ON 3/2/2025
AVAILABLE BEFORE 4/26/2025

A financial services organization in Gainesville, GA is seeking a warm and friendly Client Service Coordinator. This administrative role supports a high performing financial planning team with daily operational tasks.

Direct hire opportunity with a full-time, 100% in-office schedule.

Responsibilities:

  • Serve as the welcoming first impression for guests
  • Manage office correspondence including phone calls, emails, and mail
  • Manage maintenance requests and office supplies
  • Schedule and prepare documents for client appointments
  • Follow up with clients with meeting summaries
  • Create cover letters and shipping labels for client packages
  • Scan, file, and fax documents

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:

  • $45,000 - $50,000
  • Vacation & holiday schedule
  • Employer sponsored health insurance
  • Contributing retirement

#staffing

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift

Experience:

  • Microsoft Outlook: 2 years (Required)

Ability to Commute:

  • Gainesville, GA 30501 (Required)

Ability to Relocate:

  • Gainesville, GA 30501: Relocate before starting work (Required)

Work Location: In person

Salary : $45,000 - $50,000

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