Client Service Coordinator - Twickenham Advisors

HighTower; Huntsville (AL); On-site; USD 30,000 - 50,000; Part time

Job summary

An established industry player is seeking a Client Service/Concierge Coordinator to enhance client experiences in a welcoming office environment. This role is perfect for someone who thrives on serving others and is passionate about creating a positive atmosphere. Responsibilities include greeting clients, managing appointments, and maintaining service areas. The ideal candidate will possess exceptional communication skills, a professional demeanor, and the ability to multitask effectively. Join a dynamic team dedicated to providing outstanding service and support to clients in a vibrant community.

Qualifications

• 2+ years of experience in a client service role.
• Strong problem-solving and time management skills.

Responsibilities

• Greet clients and visitors with a positive attitude.
• Schedule and confirm client appointments efficiently.
• Manage conference room calendars and setups.

Skills

Customer Service

Time Management

Problem-Solving

Communication Skills

Teamwork

Education

High School Diploma

2+ years of relevant experience

Tools

Microsoft Office

Job description

At Twickenham Advisors, our four generations of advisors are deeply dedicated to our clients. We have deep roots, all tied to the rich history of Huntsville, Alabama; we are future-facing and thrilled to be part of the dynamic growth of this area and the people who make it special. We are trusted partners with the individuals, families, and businesses we serve, while providing financial advice and investment guidance as true fiduciaries.

Client Service/Concierge Coordinator: We are looking for someone who is passionate about serving others, has a joyful personality, and is extremely organized. Our Client Service/Concierge Coordinator is the first person staff, clients, and visitors engage as they enter our office, therefore it is important to create a welcoming atmosphere. You should have client service experience and a creative mind to continually improve the overall onboarding and everyday experience for our clients. Our Client Service/Concierge Coordinator will schedule, organize, and implement the experience of advisor client meetings. You will be an independent, self-motivated multitasker who can take on several tasks at the same time. You will have a welcoming personality, pleasant demeanor, and be professional in appearance. You'll work on-site, part-time 2-3 days per week, from 8-4:30. There is the possibility of additional hours on occasion due to special circumstances.

What You'll Do:

• Greet all clients and visitors with a positive and helpful attitude
• Maintain atrium, café, and service areas
• Set up and take down all conference rooms throughout daily schedule
• Manage all conference room calendars
• Answer phones and route calls effectively
• Manage incoming and outgoing mail
• Stock office supplies and assist with inventory
• Coordinate and cover reception tasks
• Schedule and confirm client appointments
• Assist with employee birthday and anniversary celebrations
• Assist Employee Recognition Program
• Provide feedback for possible improvements to client experience on an ongoing basis
• Special projects as assigned

What You'll Bring:

• Experience serving others
• Exceptional time management skills
• Must be a team player
• Strong problem-solving skills
• Professional etiquette and appearance
• Computer knowledge to include Microsoft Office
• Excellent verbal and written communication skills
• 2 or more years of experience in the position of interest
• The ability to maintain a calm and professional demeanor
• Exceptional customer service skills
• Adaptability to the fluctuating needs of our business
• Ability to thrive in both fast and slower paced environments