Financial Services Support Specialist

4 days ago


West Linn, Oregon, United States Cimmiyotti Financial Full time

Cimmiyotti Financial is seeking a highly skilled and detail-oriented Client Services Coordinator to join our team in Portland. As a key member of our operations team, you will play a vital role in supporting the daily activities of our clients and ensuring seamless service delivery.

The ideal candidate will have superior attention to detail, excellent written and verbal communication skills, and strong organizational abilities. Proficiency with Microsoft Word and Excel is also essential, as well as experience with contact relationship management software and knowledge of mail-merge operations. This position offers a competitive salary ranging from $45,000 to $65,000 per annum, commensurate with years of related experience.

Key responsibilities include answering and directing incoming calls and faxes, greeting clients and prospects, coordinating client meetings, and managing office supplies. You will also assist in planning and executing client events, coordinate travel plans for business partners, and provide general administrative support.



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