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Contemporary Fiduciary Services, LLC

Client Services Coordinator

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Job Description

Client Services Coordinator Contemporary Fiduciary Services, LLC Highlands Ranch, CO Job Details Part-time $25 - $35 an hour 13 hours ago Benefits Paid training Flexible schedule Qualifications Written communication Interpersonal skills Zoom Administrative experience Client services QuickBooks Organizational skills Face-to-face client meetings Productivity software Office experience Full Job Description We are seeking an experienced and resourceful client services coordinator to oversee the day-to-day relations with our clients. The client services coordinator will be responsible for initial interviews and collecting information on how to best serve clients. You will work closely with staff, vendors, and customers.
Client Services Coordinator Responsibilities:
Provide assistance to clients via email, telephone and Zoom meetings. Schedule meetings or telephone conferences between clients and appropriate staff. Maintain client database. Compile and maintain records for client accounts. Screen feedback and requests from clients and coordinate with staff to provide solutions. Build and maintain close relationships with clients.
Client Services Coordinator Requirements:
Computer skills - must be proficient with Microsoft Office and Adobe. Prior administrative or client services experience within an organization desired. A professional and friendly demeanor. A keen eye for detail. Excellent verbal and written communication skills. Familiarity with QuickBooks Desktop.
Job Type:
Part-time Pay:
$25.00 - $35.00 per hour
Benefits:
Flexible schedule Paid training Application Question(s): In what state do you currently reside?
Work Location:
Hybrid remote in Highlands Ranch, CO 80129

Benefits

  • Flexible Work Schedules
  • Professional Development
  • Dental Insurance