Client Relations Coordinator
4 weeks ago
Company Overview
Baggette & Co. Wealth Management is a premier financial advisory organization dedicated to private client asset management. Our professionals are focused on providing exceptional financial and investment guidance with integrity.
Position Overview
We are seeking a meticulous Client Relations Coordinator to become a vital part of our team. In this position, you will deliver administrative assistance to foster a favorable experience for our clientele.
Key Responsibilities:
- Deliver effective administrative assistance
- Address client inquiries with professionalism
- Oversee client onboarding and maintenance activities
- Ensure accurate client documentation
- Compile reports and presentations
- Support client meetings and events
- Remain informed on company protocols
- Promote a collaborative work atmosphere
Required Qualifications
- Expertise in Client Services and Customer Relations
- Outstanding communication abilities
- Exceptional attention to detail and organizational capabilities
- Capacity to prioritize responsibilities
- Understanding of finance and investment principles
- Analytical and problem-solving skills
- Proficiency in Microsoft Office Suite
- Experience in the financial services sector is advantageous
Employee Benefits
- Attractive salary and benefits package
- Generous annual leave policy
- Opportunity to thrive in a vibrant environment
- Become part of a successful team
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