Client Service Specialist

Ameriprise Financial; Honolulu (HI); On-site; USD 28,929 - 31,684; Full time

Benefits offered by this job

Paid Time Off

Paid Holidays

401k with Match

Job summary

Eleven22 Capital Partners in Honolulu, HI, is seeking a Client Service Coordinator to greet clients, answer phones, and support our financial advisory team. This full-time role offers growth opportunities within a thriving practice.

You will schedule appointments, manage calendars for advisors, handle office supplies, and help maintain a tidy workspace while collaborating to deliver a seamless client experience. Benefits include PTO, holidays, and 401k with match.

Qualifications

• Excellent communication and interpersonal skills.
• Organized and detail-oriented with the ability to multitask.
• Prior experience in a client service or administrative role is preferred.

Responsibilities

• Answering phones and providing a warm and professional greeting to clients.
• Scheduling appointments and managing calendars for advisors.
• Assisting with administrative tasks, including handling office supplies and maintaining a tidy workspace.
• Collaborating with the team to ensure a seamless client experience.

Skills

Communication

Interpersonal skills

Multitasking

Job description

Full job description. Are you a motivated and organized individual with a passion for delivering exceptional client service? Join Eleven22 Capital Partners as a Client Service Coordinator, where you'll play a crucial role in managing receptionist and client service tasks. This is an excellent opportunity to grow within a dynamic and thriving financial advisory practice.

Responsibilities

• Answering phones and providing a warm and professional greeting to clients.
• Scheduling appointments and managing calendars for advisors.
• Assisting with administrative tasks, including handling office supplies and maintaining a tidy workspace.
• Collaborating with the team to ensure a seamless client experience.

Opportunities for Growth

This role is a stepping stone to various directions within our practice. As you demonstrate your skills and dedication, you'll have the chance to expand your responsibilities and take on new challenges. We value professional development and are committed to helping our team members reach their full potential.

Benefits

• Paid Time Off (PTO)
• Paid Holidays
• 401k with Match

Compensation

The compensation for this full-time role ranges between $21-$23 per hour, commensurate with experience and skills.

Requirements

• Excellent communication and interpersonal skills.
• Organized and detail-oriented with the ability to multitask.
• Prior experience in a client service or administrative role is preferred.

How to Apply

If you're ready to take the next step in your career and contribute to the success of a growing wealth advisory practice, please submit your resume and cover letter.

We are an equal opportunity employer. If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.