Client Experience Coordinator - Finance; On-Site, Nanuet
Job in
Nanuet, Rockland County, New York, 10954, USA
Listed on 2026-02-16
Listing for:
Eastern Planning, Inc.
Full Time
position Listed on 2026-02-16
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Office Administrator/ Coordinator
Job Description & How to Apply Below
Location: Nanuet
A financial advisement firm located in Nanuet, NY, is seeking a full-time Client Coordinator to ensure client satisfaction through effective communication and superior customer service. Responsibilities include scheduling appointments, coordinating meetings, and participating in client events. The ideal candidate should possess strong customer service skills, proficiency in office software including PowerPoint and Canva, and ideally have prior experience in financial services.
This position requires a friendly demeanor and excellent organization skills.
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