Client Services Coordinator

6 days ago


Grand Rapids, Michigan, United States 28 Technologies LLC Full time
Client Services Specialist

We are seeking a highly skilled and detail-oriented Client Services Specialist to join our team at 28 Technologies LLC. As a key member of our team, you will be responsible for ensuring seamless communication and data exchange between our firm and clients.

Key Responsibilities:
  • Monitor and resolve reporting issues between the Firm and clients through electronic data interfaces
  • Generate and provide reports based upon Firm or clients' requirements
  • Prioritize day-to-day tasks and issues with colleagues
  • Operate with a proactive approach to advisors and clients
  • Understand and troubleshoot electronic data exchanges with clients
Position Requirements:
  • High School Diploma (Required)
  • Problem Solving skills
  • Demonstrated ability to provide excellent client service
  • Strong data processing skills with a proven track record
  • Able to work efficiently in a fast-paced environment
  • Excellent oral communication skills
  • Proficient with relevant software applications including the Microsoft Office Suite (including Word, Excel, PowerPoint, and Outlook)

If you are a motivated and detail-oriented individual with excellent communication skills, we encourage you to apply for this exciting opportunity. We are an equal opportunity employer and welcome applications from diverse candidates.



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