Client Services Coordinator

We’re partnering with a financial services fir
m in Osterville, MA, seeking a detail-oriented Client Service Coordinato
r to support daily branch operations.

• Duratio
  n: 12 weeks
• Schedul
  e: 30 hours/week (part-time)
• Pa
  y: $20–$25/hour

• Manage front desk operati
  ons and phone coverage
• Handle incoming/outgoi
  ng mail and check logs
• Order office supplies, stationery, and assist with licensing & expense reports
• Provide administrative support to financial advisors
• Assist wi
  th branch event planning and execution
• Coordinate branch meetings (confirm attendees, order lunch, track attendance)
• Suppo
  rt regional webinar invitati
  ons and communication
• Contribute to special projects (advertising, OAR initiatives, etc.)

• Prior administrative or office support experience
• Strong organizational and multitasking skills
• High attention to detail and ability to manage multiple priorities
• Proficiency with standard office tools and systems

• Great opportunity to gain experience in a professional setting
• Exposure to advisors, leadership, and event coordination

Interested or know someone who’d be a great fit? Let’s connect

Must be authorized to work in the United States

Russell Tobin offers eligible employees comprehensive medical, dental, and vision coverage, a 401(k) retirement savings plan, life and disability insurance options, pet insurance, employee discounts, and access to an employee assistance program, identity theft protection, and legal support.