Financial Services Coordinator Role

3 weeks ago


Chicago, Illinois, United States Transcend Practice Management Full time
About the PositionWe are currently seeking a skilled Client Service Administrator to join our team at Transcend Practice Management. As a key member of our support staff, you will play a vital role in delivering exceptional client experiences and driving business success.

Your primary responsibilities will include coordinating meetings, scheduling appointments, and maintaining accurate records. You will also be responsible for providing administrative support to our lead advisors, ensuring timely completion of tasks and projects. Strong communication and interpersonal skills are essential for building strong relationships with clients and colleagues.

A bachelor's degree and minimum two years of experience in a client-facing role are required for this position. Excellent computer desktop skills, particularly in Microsoft Office Suite, are also necessary. We offer a competitive salary of $75,000, commensurate with experience, along with opportunities for growth and professional development within our firm.

As a Client Service Administrator, you will have the chance to make a significant impact on our clients' experiences and contribute to the success of our organization.

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