Client Relations Specialist
2 weeks ago
SEARCH Group Partners, a leading recruitment agency, is seeking a Client Relations Specialist to support one of our esteemed financial services clients. This role requires full-time presence in the office environment.
Key Responsibilities:
- Coordinate client meetings and ensure confirmations are sent prior to the scheduled dates.
- Draft financial documents, including statements, reports, memos, invoices, and correspondence.
- Conduct research and compile data to create documents for review by boards, committees, and senior management.
- Assist Advisors by preparing necessary documentation ahead of client consultations.
- Utilize various software applications, including word processing, spreadsheets, databases, and presentation tools.
- Review and interpret incoming communications, distributing them as required.
- Perform administrative tasks such as ordering supplies and maintaining a records management system.
- Previous experience in a virtual assistant role or a similar capacity.
- Comprehensive knowledge of the Microsoft Office suite.
- Ability to prioritize daily tasks effectively.
- Exceptional verbal and written communication skills.
- Strong customer service orientation, diligent work ethic, and excellent organizational skills.
- Friendly demeanor, comfortable interacting with clients regularly.
- High school diploma or equivalent.
SGP specializes in professional talent acquisition and consulting services. Our offerings include temporary staffing, direct hire, executive search, consulting, interim management, on-site solutions, outsourcing, talent development, and human resources. We recognize the significance of investing time in both our clients and candidates, understanding what it takes to build successful, professional, and enduring relationships. We represent a unique network of professionals and prioritize getting to know each of our clients and candidates personally.
At SEARCH Group Partners, we are committed to celebrating and supporting diversity and are proud to be an Equal Opportunity & Affirmative Action employer. To comply with federal regulations, we maintain records of the race and gender of applicants. If you choose to provide this information, it will not impact your consideration for employment opportunities for which you are qualified.
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