Financial Services Client Coordinator – Join the Elite Team at Cimmiyotti Financial
Employer
Cimmiyotti Financial
Salary
$50k-$70k (estimated pay)
Location
Clackamas, OR
Employment Type
Full-time
Сategory
Customer Service Representatives
Description
Seeking a self-starting professional for a full-time Client Services Coordinator position in Portland.
Qualifications
- Superior attention to detail
- Excellent written and verbal communication skills
- Strong organizational skills
- Proficient with Microsoft Word and Excel
Responsibilities
- Answer and direct incoming calls and faxes
- Greet clients, prospects and vendors
- Assist with preparation for client meetings
- Coordinate client mailings and scheduling
- Manage office supplies
- Assist in planning, marketing and managing client events
- Coordinate travel plans for business partners
- Perform general administrative tasks
- Support other Firm employees
- Provide operational project support
- Represent firm at events
Working Hours
Monday through Friday, 8:30AM to 5:00PM
Benefits
- vacation
- holiday
- sick pay
- retirement plan contributions
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