Relationship Management Assistant
2 weeks ago
We are seeking a skilled Relationship Management Assistant to join our team at NFP. In this role, you will be responsible for supporting the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes.
ResponsibilitiesYou will greet clients, field phone calls, review incoming mail, manage office supplies, order client gifts, and maintain client files. You will also manage the Relationship Manager's calendar, scheduling and confirming client meetings, registering visitors with security, and booking conference rooms.
You will ensure data accuracy by regularly and routinely updating information in MOSAIC and maintaining client files, and create feeder lists as requested. You will also partner with the Relationship Manager when participating in Lenox marketing campaigns, including MOSAIC list updates as well as updating client email addresses.
Requirements- High School Diploma Required
- College Degree Preferred
- 1-3 Years of Customer Service Experience
NFP is an inclusive Equal Employment Opportunity employer. We offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.
We exist to be there for others, building and nurturing lifelong relationships with our employees.
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