What are the responsibilities and job description for the Client Services Liaison position at Rademacher Financial, Inc.?
At Rademacher Financial, Inc., we are seeking a highly skilled Client Services Associate to join our team.
The ideal candidate will possess a passion for delivering exceptional client experiences and be proficient in handling administrative tasks with precision. As a key member of our Client Service Team, you will work closely with our Client Service Manager and Technology Implementation Specialist to provide top-notch service to our clients.
Responsibilities
- Client Onboarding:
- Assist with introducing prospective clients to our firm
- Coordinate onboarding tasks alongside the Client Service Associate Technology Implementation Specialist
- Monitor progress and ensure all onboarding tasks are completed
- Office Operations:
- Maintain conference room setup and breakdown for meetings
- Assist with maintaining office supplies
- Receive and distribute incoming mail
- Calendar Management:
- Oversee, monitor, and coordinate team member calendars
- Coordinate client appointment scheduling/rescheduling/confirmation/preliminary preparation
