Client Services​/Office Coordinator

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4 weeks ago Be among the first 25 applicants

This range is provided by Sage Spring Wealth Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$22.00/hr - $25.00/hr

The Client Services Team Associate assists Assigned Advisors with various administrative tasks and provides clients with exceptional service. This position will have routine contact with internal and external customers required to obtain, clarify, or provide facts and information while sustaining a professional image. The ideal individual will have the ability to exercise good judgement in a variety of situations, with strong written and verbal communication, administrative and organizational skills, and the ability to maintain a realistic balance among multiple priorities.

This role provides excellent customer service to team members and customers while demonstrating the company values and supporting the mission.

• Interact daily on the phone and in person with prospective and existing clients, including handling basic inquiries.
• Schedule and coordinate client meetings with Advisors, clients, and other outside partners.
• Create and maintain records and files.
• Maintain databases and create reports using the Client Relationship Management platform.
• Transcribe and prepare correspondence.
• Request compliance approval for bulk client communications.
• Handle or delegate Advisor emails.
• Coordinate travel arrangements for Advisor.
• Generate reports for Advisors and Teams.
• Generate birthday card reports and prepare cards for signing and mailing.
• Research, follow‑up, and escalates client issues via effective communication with clients and internal business partners in a timely and efficient manner.
• Assisting with ad‑hoc projects.
• Regular and timely attendance is required.
• Receive cross‑training and assist with other operational functions as required.
• Provide reception and office coordinator support as warranted.
• Perform other duties as assigned.

• Associate’s degree or 2 years of administrative experience in lieu of degree.
• Proficient in Microsoft Office Suite and video conferencing systems.
• Ability to work on multiple projects simultaneously while accomplishing daily tasks.
• Effective oral and written communication skills and excellent interpersonal skills.
• Attention to detail, critical thinker and problem‑solving skills.
• High standards for integrity, honesty, professionalism, and work ethic.
• Commitment to service excellence.
• Ability to work independently while demonstrating excellent organization and follow through.
• Demonstrates flexible and efficient time management and ability to prioritize workload.
• Ability and willingness to move with purpose and a strong sense of urgency.
• Self‑starter with a strong desire to exceed expectations and capable of supporting a team.
• Maintains confidentiality discretion.
• Ability to effectively work in collaboration with others to achieve business objectives.
• Willing to grow and be challenged.
• Attend training as requested.

• Ability to work in a traditional professional office setting or remote equivalent.
• Prolonged periods of sitting at a desk and working on a computer.
• Advanced computer skills and ability to effectively operate computer equipment, software systems and databases.
• Work schedule may vary and is determined by project schedules.
• Ability to efficiently operate all job‑related office equipment.
• Ability to communicate via telephone, computer and work in virtual teams.
• Must be able to lift up to 15 pounds at a time.
• Ability to travel using personal vehicle to other office locations as needed.

Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department.

Sage Spring Wealth Partners affirms our commitment to make reasonable accommodation to known physical or mental limitations of otherwise‑qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.

Entry level

Full‑time

Other

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