Client Services Coordinator
2 weeks ago
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.
- 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.
- Aggressive compensation and opportunity for growth.
- Paid training.
- A workplace with fairness and integrity.
- Ability and encouragement to learn financial planning.
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Client Services Coordinator
1 month ago
Louisville, Kentucky, United States Talentuition, LLC Full timeJob 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...
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Client Services Coordinator
1 month ago
Louisville, Kentucky, United States Talentuition, LLC Full timeJob 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...
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