Top 795 Client coordinator Jobs in Easton, Ma

Wealth Management Administrative Assistant
Great Oak Capital Partners —South Easton, MA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- 401(k)
Quick Apply
Client Services Account Coordinator
DS Graphics | Universal Wilde —Canton, MA
- From $25 an hour
- Full-time
- Background check
- Customer service
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Asembly Coordinator
Vector Talent Solutions —Canton, MA
- $30 - $32 an hour
- Email
- ERP systems
- Mid-level
- 3 years
Quick Apply
Central Study Coordinator I
Care Access —Boston, MA
- $75,000 - $95,000 a year
- Remote
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Paid holidays
Client Coordinator
Maxim Healthcare Services —Taunton, MA
- $20 - $22 an hour
- Full-time
- Customer service
- Office
- High school diploma or GED
- Profit sharing
- Commuter assistance
Quick Apply
Research Coordinator
Arrow Search Partners —Boston, MA
- $130,000 - $150,000 a year
- Mid-level
- 3 years
- Administrative experience
Client Solutions Representative
CFS —Norton, MA
- Email
- Office
- High school diploma or GED
- Data entry
- Tuition reimbursement
Client Accounting Coordinator
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates —Boston, MA
- $85,000 - $95,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
13d
Flight Coordinator
Jets.com —Norwell, MA
- $25 - $35 an hour
- Weekends as needed
- Hospitality
- Customer service
- Bachelor's degree
Quick Apply
Special Education Teacher
Walker, Inc. —Needham, MA
- From $65,200 a year
- Full-time
- Background check
- School experience
- Classroom
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney
GREEN AND SPIEGEL US LLC —Providence, RI
- $95,000 - $125,000 a year
- Mid-level
- Organizational skills
- Experience equivalent to degree accepted
RN ED Case Manager per diem
South Shore Health —Weymouth, MA
- $59.42 - $86.20 an hour
- Part-time
- Acute care
- Nursing
- Patient monitoring
11d
Clinical Supervisor, Behavioral Health
FAMILY SERVICE OF RHODE ISLAND INC —Providence, RI
- $78,000 - $95,036 a year
- Full-time
- Management
- Word processing
- Mid-level
- Health insurance
- Dental insurance
Campus Coordinator-Evenings
The Home for Little Wanderers, Inc. —Walpole, MA
- Full-time
- Computer literacy
- Mid-level
- Residential
- 403(b) matching
- AD&D insurance
Full-Time Associate Veterinarian - Providence, RI
IndeVets —Providence, RI
- Full-time
- Surgery
- 1 year
- Communication skills
- Continuing education credits
- Paid parental leave
Account Executive
Connectivity Point —Cranston, RI
- Up to $75,000 a year
- Full-time
- Mid-level
- Driver's License
- Bachelor's degree
Quick Apply
2d
Mental Health Intensive Care Coordinator - Master's Level
The Home for Little Wanderers, Inc. —Dorchester, MA
- Full-time
- Spanish
- Computer literacy
- Mid-level
- 403(b) matching
- AD&D insurance
Bill Pay & Gift Coordinator
The Hollister Group —Boston, MA
- $100,000 - $130,000 a year
- Full-time
- Microsoft Access
- Office
- In-person
Quick Apply
Jobsite Coordinator
Boston Harbor Water Restoration —Weymouth, MA
- $25 - $30 an hour
- Weekends as needed
- Construction site
- Warehouse
- Construction experience
- 401(k)
Quick Apply
8d
Family Partner
The Home for Little Wanderers, Inc. —Dorchester, MA
- On call
- Bilingual
- Experience working with individuals with disabilities
- Computer literacy
- 403(b) matching
- AD&D insurance

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client coordinator jobs near easton, ma

Wealth Management Administrative Assistant

Great Oak Capital Partners
South Easton, MA

Quick Apply

Job Details

Full-time
$60,000 - $80,000 a year

Benefits

Health insurance
401(k)
Paid time off
401(k) matching
Flexible schedule
Retirement plan

Qualifications

Wealth management
Phone communication
DocuSign
Greeting customers
Administrative experience
Attention to detail
Task prioritization
Organizational skills
Telephone systems
Client email correspondence
Office phone management
Office experience
Client interaction via phone calls

Full Job Description

**Client Service Coordinator**

**Overview:**

We are seeking a detail-oriented and organized Client Service Coordinator to join our fast-growing team. The ideal candidate will provide administrative support to multiple advisors, handle clerical tasks, and ensure the smooth running of our office operations and meeting compliance requirements. If you are a proactive individual with excellent communication skills, detail orientated with a strong work ethic, we invite you to apply.

**Duties.**

- Perform general office tasks such as answering phones, greeting clients, responding to emails, managing client files, assisting multiple advisors, preparing for in office meetings.

- Assisting with client on-boarding, including collecting and entry of data from clients; open, update, and maintain client accounts; process account transfers; and ensure all documentation complies with firm policies.

- Maintaining complete and accurate client records and facilitating completion of tasks in CRM tool (Redtail).

- Provide back-office support to advisors such as preparing and sending documents via DocuSign, communicating with clients to satisfy inquiries, etc.

- Communicate with service providers on behalf of the client and advisors.

- Utilize Microsoft Office (Word, Excel, Outlook, Teams) for various office tasks and projects

**Requirements:**

- Attention to detail with high accuracy

- Proven experience with customer service, office assistant or a similar role within a wealth management firm is required

- Experience with phone systems

- Strong organizational skills with the ability to prioritize tasks effectively

- Excellent communication skills, both written and verbal. Oral and written communication must be polite and professional.

- Ability to work independently and as part of a team

- Business Casual Attire

If you are looking to contribute to a dynamic office environment and possess the necessary skills to excel in this role, we encourage you to submit your application for consideration. Join us in supporting our office operations and contributing to our overall success.

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Flexible schedule
Health insurance
Paid time off
Retirement plan

Experience:

Wealth Management & Investment Services: 3 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

client coordinator jobs in easton, ma

Wealth Management Administrative Assistant

Client Services Account Coordinator

Asembly Coordinator

Central Study Coordinator I

Client Coordinator

Research Coordinator

Client Solutions Representative

Client Accounting Coordinator

Flight Coordinator

Special Education Teacher

Associate Attorney

RN ED Case Manager per diem

Clinical Supervisor, Behavioral Health

Campus Coordinator-Evenings

Full-Time Associate Veterinarian - Providence, RI

Account Executive

Mental Health Intensive Care Coordinator - Master's Level

Bill Pay & Gift Coordinator

Jobsite Coordinator

Family Partner

I want to receive the latest job alert for client coordinator in easton, ma

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