Client Service Coordinator
Rubino, Skedsvold, Moran and Associates is a financial advisory firm located in inner SE Portland. We have over 50 years of combined experience in the financial services industry and are seeking a client service coordinator to support our practice.
Job Overview
The responsibility of this role is to provide excellent client service and administrative support for the practice. This role is the first point of contact with clients and face of the practice. Other responsibilities include management of office operations. Strong attention to detail, administrative, technical, interpersonal and client service skills are required.
Rubino, Skedsvold, Moran and Associates Core Values
- Strong ability to establish and use system processes.
- Humble confidence.
- Help first attitude.
- Seeks to learn and understand.
- Ability to leverage technology.
Essential Duties and Responsibilities
Duties include, but are not limited to:
- Interacting with clients in person, email, and phone.
- Manage day-to-day operations of the office (phone calls, mail, supplies, etc.).
- Responsible for maintaining database and records up to date.
- Run client reports.
- Provide administrative support for advisors.
- Manage client communication with professionalism.
- Maintain client records and ensure compliance.
- Respond to client inquiries.
- Assist team with special projects.
Qualifications
- Enjoys interacting and assisting clients.
- Self-motivated.
- Strong proficiency with Microsoft Excel.
- Professional communication skills, both written and verbal.
- Detail-oriented, accurate, organized, and able to set priorities in managing projects.
- Identify and resolve problems in a timely manner.
- Ability to work independently and collaboratively.
- 3+ years of experience in client service preferred.
Job Type: Full-time
Wages: starting at $25/hour - DOE
Benefits: Health insurance, dental, vision, FSA (dependent and health care), disability insurance and PTO beginning after 90 days. Enrolled in SEP IRA retirement plan after 3 years of employment.
Job Type: Full-time
Pay: $25.00 - $35.00 per hour
Benefits:
- Dental insurance
- Flexible spending account
- Health insurance
- Paid time off
- Vision insurance
Schedule:
Experience:
- Customer service: 2 years (Preferred)
Work Location: In person
