Client Services Coordinator

2 weeks ago


Louisville, Kentucky, United States Talentuition, LLC Full time
Job Title: Office Manager

At Talentuition, LLC, we are seeking a highly skilled and experienced Office Manager to join our team in our Louisville location. The successful candidate will provide high-level administrative support to our CEO and serve as the initial point of contact with clients.

Key Responsibilities:
  • Manage and maintain client meeting schedules using advanced skills in Microsoft Outlook and other scheduling tools.
  • Greet clients and office visitors upon arrival and provide exceptional customer service.
  • Answer phone calls and reply to emails, directing inquiries to appropriate parties or taking messages.
  • Perform general office management responsibilities, such as ordering supplies, receiving mail, maintaining records, and occasional personal assistant support to the CEO.
  • Supervise conference room/client meeting area, including organization, setup, and cleanup.
  • Data entry, organization, and use of financial and database systems.
  • Prepare forms and applications, reports, meeting preparation, meeting wrap-up, follow-up calls and emails, financial statements, and other documents.
  • Participate in weekly collaboration planning and wrap-up meetings.
  • Assist with the planning and coordination of marketing materials, the website, newsletters, brochures, and client communication.
Requirements:
  • Bachelor's degree in business administration, finance, economics, or related administrative field preferred.
  • Equivalent work experience will be considered in lieu of a preferred industry bachelor's degree.
  • Previous experience in a customer/client-facing role.
  • 3-5 years of experience in an administrative role preferred.
  • Experience in the financial services industry preferred.
  • Proficiency in Office products (Outlook, Excel, Word, PowerPoint, Adobe Acrobat Pro, etc.).
  • Knowledge of industry-specific programs and applications such as Redtail CRM, Client Works, DocuSign, Retire Up, Albridge, preferred.
What We Offer:
  • Aggressive compensation and opportunity for growth.
  • Paid training.
  • A workplace with fairness and integrity.
  • Ability and encouragement to learn financial planning.


  • Louisville, Kentucky, United States Talentuition, LLC Full time

    Job DescriptionTalentuition, LLC is seeking a highly skilled and experienced Office Manager to join our team in Louisville. As a key member of our organization, the Office Manager will provide exceptional administrative support to our CEO and clients, ensuring seamless day-to-day operations and exceptional client experiences.Key Responsibilities:Client...


  • Louisville, Kentucky, United States Talentuition, LLC Full time

    Job Title: Office ManagerAt Talentuition, LLC, our mission is to provide exceptional client experiences and support our team members in achieving their goals. We are seeking a highly skilled and organized Office Manager to join our team in our Louisville location.Job Summary:The Office Manager will provide high-level administrative support to our CEO and...


  • Louisville, Kentucky, United States Bertelsmann SE & Co. KGaA Full time

    Job SummaryThis role is responsible for delivering exceptional customer service while meeting quality and performance expectations. The ideal candidate will support business objectives to ensure client satisfaction with products and services.Key ResponsibilitiesMonitor customer accounts to ensure service level agreements are met and create reports for...

  • Service Coordinator

    3 weeks ago


    Louisville, Kentucky, United States Housing Services - VOA Mid-States Full time

    Job Summary**Job Title:** Service Coordinator - Housing Services**Job Summary:** We are seeking a highly motivated and experienced Service Coordinator to join our Housing Services team at VOA Mid-States. The successful candidate will be responsible for ensuring maximum utilization of community resources by residents of our housing programs for the elderly or...


  • Louisville, Kentucky, United States Vaco Full time

    Client Services AssociateVaco is seeking a highly motivated and client-focused individual to join our dynamic team as a Client Services Associate in the wealth management industry. This role offers an excellent opportunity for growth and professional development within the financial services sector.Key Responsibilities:Client Relationship Management: Build...


  • Louisville, Kentucky, United States Robert W. Baird & Co. Full time

    Client Specialist Training ProgramThe Robert W. Baird & Co. Client Specialist Training Program is a comprehensive 18-month development opportunity designed to equip driven and adaptable individuals with the skills and knowledge required to succeed as a Client Specialist in the Financial Services Industry.Key Responsibilities:Coordinate client onboarding...


  • Louisville, Kentucky, United States Bertelsmann SE & Co. KGaA Full time

    This role is a key contributor to our team, responsible for delivering exceptional customer service while meeting quality and KPI expectations. As a Client Services Representative, you will play a vital role in supporting business objectives to ensure client satisfaction with our products and services.Your Key ResponsibilitiesOversee customer accounts to...


  • Louisville, Kentucky, United States Baird Full time

    Unlock Your Potential in Private Wealth ManagementBaird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States. As a Client Specialist Trainee, you will play a critical role in supporting our Financial Advisors and helping clients achieve their goals.Key Responsibilities:Coordinate...


  • Louisville, Kentucky, United States Crossover Health Management Services Inc. Full time

    About Crossover Health Management Services Inc.Crossover Health Management Services Inc. is revolutionizing the future of healthcare by delivering a proactive, preventative approach that prioritizes wellbeing and prevention. Our team-based medical group is dedicated to providing exceptional care that extends beyond traditional sick care. We're building a...


  • Louisville, Kentucky, United States Biodesix Full time

    About UsBiodesix is a leading diagnostic solutions company with a focus on lung disease. Our team develops diagnostic tests addressing important clinical questions by combining multi-omics through the power of artificial intelligence.Job SummaryWe are seeking a highly skilled Client Services Specialist to provide direct support for our field-based Sales...


  • Louisville, Kentucky, United States Boys & Girls Haven Full time

    Job SummaryWe are seeking a highly skilled and compassionate Health Services Supervisor to join our team at Boys & Girls Haven. As a key member of our healthcare team, you will be responsible for coordinating medical appointments, providing administrative support, and ensuring the delivery of high-quality healthcare services to our clients.Key...


  • Louisville, Kentucky, United States Seven Counties Services Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Coordinator to join our team at Seven Counties Services. As an Administrative Coordinator, you will be responsible for providing administrative support to our staff and ensuring the smooth operation of our office.Key ResponsibilitiesProvide front-desk/reception services,...


  • Louisville, Kentucky, United States Seven Counties Services Full time

    Job SummaryWe are seeking a skilled Nurse Care Coordinator to join our team at Seven Counties Services. As a key member of our healthcare team, you will play a vital role in ensuring our clients receive high-quality care and support.Key ResponsibilitiesProvide first point of contact for new clients, explaining services available and engaging them in...


  • Louisville, Kentucky, United States Boys & Girls Haven Full time

    Job Title: Health Services SupervisorBoys & Girls Haven is seeking a highly skilled and compassionate Health Services Supervisor to join our team. As a key member of our healthcare team, you will be responsible for providing exceptional medical support to our youth residents.Job Summary:The Health Services Supervisor will oversee the coordination of medical...


  • Louisville, Kentucky, United States LVMH Full time

    Sales and Service Coordinator Job DescriptionWe are seeking a highly motivated and customer-focused Sales and Service Coordinator to join our team at Sephora. As a key player in our mission to provide an exceptional shopping experience, you will support all aspects of sales and service initiatives, including paid services, events, classes, loyalty programs,...


  • Louisville, Kentucky, United States Octane Co. Full time

    Octane Co. is a dynamic and growing company that values flexibility and work-life balance. We're seeking a talented Client Services Representative to join our 100% remote team. As a key member of our team, you will be responsible for building strong relationships with our clients, providing exceptional customer service, and driving business growth.Key...


  • Louisville, Kentucky, United States UBS Full time

    About the RoleWe are seeking a highly skilled Client Service Associate to join our Global Wealth Management Team in Louisville, Kentucky. As a Client Service Associate, you will play a critical role in providing exceptional service to our high net worth and ultra-high net worth clients.Key ResponsibilitiesManage client information and ensure that our...


  • Louisville, Kentucky, United States Automatic Data Processing Full time

    Key ResponsibilitiesAs the primary point of contact for retirement plans, you will be responsible for handling day-to-day record keeping matters and providing exceptional customer service. This includes proactively communicating with clients to evaluate and ensure delivery of optimal service and client satisfaction.Key SkillsExcellent communication and...


  • Louisville, Kentucky, United States Octane Co. Full time

    We are seeking a talented individual to join our team at Octane Co. as a Client Services Representative. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.About Us:At Octane Co., we are committed to providing a work environment that is flexible, stable, and rewarding. We believe that...


  • Louisville, Kentucky, United States Seven Counties Services Full time

    Job SummaryWe are seeking a highly skilled and compassionate Care Coordinator Nurse to join our team at Seven Counties Services. As a key member of our healthcare team, you will play a vital role in providing exceptional patient care and support to our clients.Key ResponsibilitiesProvide first point of contact for new clients, explaining services available...