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Executive Admin​/Client Service coordinator

Job in Bala Cynwyd, Montgomery County, Pennsylvania, 19004, USA
Listing for: Open Systems Technologies
Full Time position
Listed on 2026-06-26
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Virtual Assistant/ Remote Admin, Business Administration, Clerical
  • Business
    Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Position: Executive Admin / Client Service coordinator
Location: Bala Cynwyd

Senior Level

  • Mid-Senior level
Employment Type
  • Full-time
Job Function
  • Administrative
Industries
  • Staffing and Recruiting
Qualifications
  • Minimum of 3+ years of experience in a Client Service Associate, Executive Assistant, or Senior Administrative role, preferably within the financial services industry (brokerage, advisory firm, or bank).
  • Advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Experience with a CRM platform is essential.
  • Exceptional written and verbal communication skills.
  • High integrity, strong desire to help others, solution-oriented with optimism, impeccable attention to detail, strong organizational and prioritization abilities, proven track record exercising discretion with confidential information.
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