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Client Service Coordinator - Associate

Robert Half
Miamisburg, OH Other
POSTED ON 4/17/2025
AVAILABLE BEFORE 4/25/2025
We are seeking a Client Service Coordinator - Associate to join our team in the Investment Advisory industry. This role involves a variety of administrative duties, including customer service, scheduling, and office coordination. As part of our team, you will have the opportunity to work on special projects and contribute to our commitment to providing exceptional service to our clients. Responsibilities:• Coordinate meetings and conference calls to ensure smooth communication within the team• Handle inbound calls, addressing customer inquiries and concerns professionally and promptly• Maintain an organized filing system for easy accessibility of documents• Distribute incoming mail to the appropriate recipients in a timely manner• Utilize Microsoft Office Suites and Microsoft Teams for various administrative tasks• Lead special projects, demonstrating strong organizational skills and attention to detail• Exhibit strong communication skills in all interactions, both internally and externally• Prioritize tasks effectively to meet deadlines and commitments• Provide general administrative support to the department, including typing and scheduling• Ensure the office is well-stocked with necessary supplies and equipment for efficient operation.

Salary : $19 - $21

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