Client Service Specialist

Full job description

Are you a motivated and organized individual with a passion for delivering exceptional client service? Join Eleven22 Capital Partners™ as a Client Service Coordinator, where you'll play a crucial role in managing receptionist and client service tasks. This is an excellent opportunity to grow within a dynamic and thriving financial advisory practice.

Responsibilities:

• Answering phones and providing a warm and professional greeting to clients.
• Scheduling appointments and managing calendars for advisors.
• Assisting with administrative tasks, including handling office supplies and maintaining a tidy workspace.
• Collaborating with the team to ensure a seamless client experience.

Opportunities for Growth:

This role is a stepping stone to various directions within our practice. As you demonstrate your skills and dedication, you'll have the chance to expand your responsibilities and take on new challenges. We value professional development and are committed to helping our team members reach their full potential.

Benefits:

• Paid Time Off (PTO)
• Paid Holidays
• 401k with Match

Compensation:

The compensation for this full-time role ranges between $21-$23 per hour, commensurate with experience and skills.

Requirements:

• Excellent communication and interpersonal skills.
• Organized and detail-oriented with the ability to multitask.
• Prior experience in a client service or administrative role is preferred.

How to Apply:

If you're ready to take the next step in your career and contribute to the success of a growing wealth advisory practice, please submit your resume and cover letter.

Join us in providing exceptional service and building lasting client relationships in the world of private wealth advisory. We look forward to welcoming a new member to our team!

We are an equal opportunity employer.

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