Client Service Coordinator – Twickenham Advisors Position Available In Madison, Alabama

Tallo's Job Summary: Client Service Coordinator position at Twickenham Advisors in Huntsville, AL. Part-time role, 2-3 days a week, with potential for additional hours. Responsibilities include client interaction, office maintenance, scheduling, and assisting with special projects. Ideal candidate must have exceptional customer service skills, be organized, and have 2+ years of relevant experience. An equal opportunity employer. Apply via QR code.

Company:
HighTower Advisors
Salary:
JobPart-timeOnsite

Job Description

Client Service Coordinator – Twickenham Advisors
Req #1437
200 Clinton Ave W, Huntsville, AL 35801, USA
Job Description
Posted Wednesday, April 9, 2025 at 11:00 PM
At Twickenham Advisors, our four generations of advisors are deeply dedicated to our clients. We have deep roots, all tied to the rich history of Huntsville, Alabama; we are future-facing and thrilled to be part of the dynamic growth of this area and the people who make it special. We are trusted partners with the individuals, families, and businesses we serve, while providing financial advice and investment guidance as true fiduciaries.

Client Service/Concierge Coordinator:

We are looking for someone who is passionate about serving others, has a joyful personality, and is extremely organized. Our Client Service/Concierge Coordinator is the first person staff, clients, and visitors engage as they enter our office, therefore it is important to create a welcoming atmosphere. You should have client service experience and a creative mind to continually improve the overall onboarding and everyday experience for our clients. Our Client Service/Concierge Coordinator will schedule, organize, and implement the experience of advisor client meetings. You will be an independent, self-motivated multitasker who can take on several tasks at the same time. You will have a welcoming personality, pleasant demeanor, and be professional in appearance. You’ll work on-site, part-time 2-3 days per week, from 8-4:30. There is the possibility of additional hours on occasion due to special circumstances. #LI-Onsite

What You’ll Do:

Greet all clients and visitors with a positive and helpful attitude
Maintain atrium, café, and service areas
Set up and take down all conference rooms throughout daily schedule
Manage all conference room calendars
Answer phones and route calls effectively
Manage incoming and outgoing mail
Stock office supplies and assist with inventory
Coordinate and cover reception tasks
Schedule and confirm client appointments
Assist with employee birthday and anniversary celebrations
Assist Employee Recognition Program
Provide feedback for possible improvements to client experience on an ongoing basis
Special projects as assigned

What You’ll Bring:

Experience serving others
Exceptional time management skills
Must be a team player
Strong problem-solving skills
Professional etiquette and appearance
Computer knowledge to include Microsoft Office
Excellent verbal and written communication skills
2 or more years of experience in the position of interest
The ability to maintain a calm and professional demeanor
Exceptional customer service skills
Adaptability to the fluctuating needs of our business
Ability to thrive in both fast and slower paced environments

AN EQUAL OPPORTUNITY EMPLOYER

Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Job Details
Pay Type
Hourly
Scan this QR code and apply!
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200 Clinton Ave W, Huntsville, AL 35801, USA

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