Client Service Coordinator - Twickenham Advisors

Vigilant Capital Management, LLC; Huntsville (AL); On-site; USD 10,000 - 60,000; Part time

Job summary

An established industry player is seeking a Client Service Coordinator who thrives in a dynamic environment. This role is pivotal in creating a welcoming atmosphere for clients and visitors, ensuring exceptional service and organization. The ideal candidate will possess strong communication skills, a team-oriented mindset, and a passion for serving others. You will be responsible for managing client interactions, scheduling appointments, and maintaining a professional demeanor. Join a forward-thinking company that values its employees and fosters growth in a supportive environment. This part-time position offers flexibility and the opportunity to contribute to a positive client experience.

Qualifications

• 2+ years of experience in client service roles.
• Strong verbal and written communication skills are essential.

Responsibilities

• Greet clients and visitors with a positive attitude.
• Manage conference room schedules and assist with client appointments.
• Provide feedback for continuous improvement of client experience.

Skills

Client Service Experience

Time Management

Problem-Solving

Communication Skills

Team Player

Adaptability

Education

High School Diploma or Equivalent

2+ Years Experience in Client Service

Tools

Microsoft Office

Job description

Client Service Coordinator - Twickenham Advisors

200 Clinton Ave W, Huntsville, AL 35801, USA

Job Description

Posted Thursday, April 10, 2025 at 5:00 AM

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
• Adaptability to the fluctuating needs of our business
• Ability to thrive in both fast and slower paced environments

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.