Find & Apply For Customer Service Manager Jobs in Portsmouth, New Hampshire

Our client is seeking a Client Service Coordinator to provide administrative and client-facing support to a Wealth Management team serving high-net-worth clients. The ideal candidate is highly organized, detail-oriented, and enjoys building positive relationships with both clients and colleagues. This is an onsite position based in Rockingham County, NH.

Client Service Coordinator's Responsibilities and Duties:

Greet clients and advisors and serve as a welcoming first point of contact in the office Answer inbound calls and respond to client email requests Schedule appointments and gather client data for ongoing service processes Ensure paperwork and procedures for client requests are completed and adhere to compliance requirements Coordinate with internal operations departments to fulfill client requests Manage client deposits and related transactions

Client Service Coordinator's Qualifications and Skills:

At least one year of experience in an office environment with a customer service focus High school diploma required; Bachelor's degree highly preferred Financial services industry experience a plus Notary designation a plus Strong MS Word, Excel, and Outlook skills; prior use of a CRM system (e.g., Salesforce) a plus Ability to prioritize in a fast-paced environment while maintaining attention to detail RightClick is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship or any other characteristic protected by law. #IND123