St. Paul, MN 55101
Advent Office is looking for a Client Services Coordinator for a finance client in St. Paul. Work for a small, family owned investment management firm with opportunities for growth. Sound interesting? Read on!
Them: They are a boutique investment and accounting firm that offers individualized portfolios and service to all their clients. They value customer service above all else and take time to get to know each one of their clients on a personal level. Be a part of a team that is dedicated and passionate about their work.
What You’ ll Do: You’ ll manage the onboarding process for new clients including opening accounts and client orientation. You’ ll be the first point of contact for all general questions from clients and handle withdrawal requests, manage client information in the company CRM, and receive all incoming calls into the office. Additionally, you will take on general office duties such as maintaining office supplies and welcoming visitors to the office.
What They’ re Looking For: Previous administrative experience and familiarity with the financial services industry are essential for this role. You are highly organized, are able to juggle multiple tasks at once and have experience managing workflows. You are skilled in Microsoft office, especially Excel, and have experience with CRM’ s or database management. Overall, you are resourceful, collaborative, and willing to go above and beyond to help a client.
If this sounds like you, apply today!
Location: St. Paul
Schedule: M-F 8am-5pm
If you' ve already interviewed with an Advent Office recruiter, you receive priority consideration! Please email your recruiter or call 952-920-9119 to let us know which openings are of interest.
* Easy and convenient registration process, including options for online/video interviewing.
* Resume and job search coaching standard with registration.
* Genuinely caring and friendly staff, working together to find the right job for you.
* Competitive wages and benefits, including: employee rewards, referral bonuses, weekly pay, PTO (paid time off), and more.
* Access to fantastic, often exclusive or unadvertised, job opportunities throughout the metro.
Advent Office is an award-winning staffing and recruiting agency and a nationally certified Women' s Business Enterprise (WBE). Powered by our superhero staffing team, we provide temporary, temporary to hire and direct placement services in Clerical Support, Customer Service, Mortgage/Financial, and HR.