Client Services Coordinator

Russell Tobin; Osterville (MA); On-site; USD 28,000 - 34,000; Part time

Job summary

PrideGlobal and its affiliates are partnering with a financial services firm in Osterville, MA, seeking a detail-oriented Client Service Coordinator to support daily branch operations in a professional, client-facing environment. This is a 12-week, part-time opportunity at 30 hours per week with a pay rate of $20–$25/hour.

Responsibilities include front desk operations, mail handling, supplies ordering, and supporting advisors.

Qualifications

• Prior administrative or office support experience.
• Strong organizational and multitasking skills.
• High attention to detail and ability to manage multiple priorities.
• Proficiency with standard office tools and systems.

Responsibilities

• Manage front desk operations and phone coverage.
• Handle incoming/outgoing mail and check logs.
• Order office supplies, stationery, and assist with licensing & expense reports.
• Provide administrative support to financial advisors.
• Assist with branch event planning and execution.
• Coordinate branch meetings (confirm attendees, order lunch, track attendance).
• Support regional webinar invitations and communication.
• Contribute to special projects (advertising, OAR initiatives, etc.).

Skills

Administrative support

Organizational skills

Attention to detail

Microsoft Office

Job description

We’re partnering with a financial services firm in Osterville, MA, seeking a detail-oriented Client Service Coordinator to support daily branch operations. This is a great short-term opportunity to gain hands-on experience in a professional, client-facing environment.

• Duration: 12 weeks
• Schedule: 30 hours/week (part-time)
• Pay: $20–$25/hour

What You’ll Be Doing

• Manage front desk operations and phone coverage
• Handle incoming/outgoing mail and check logs
• Order office supplies, stationery, and assist with licensing & expense reports
• Provide administrative support to financial advisors
• Assist with branch event planning and execution
• Coordinate branch meetings (confirm attendees, order lunch, track attendance)
• Support regional webinar invitations and communication
• Contribute to special projects (advertising, OAR initiatives, etc.)

What We’re Looking For

• Prior administrative or office support experience
• Strong organizational and multitasking skills
• High attention to detail and ability to manage multiple priorities
• Proficiency with standard office tools and systems

Why This Role?

• Great opportunity to gain experience in a professional setting
• Exposure to advisors, leadership, and event coordination

PrideGlobal and it's affiliates offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, pet insurance and employee discounts with preferred vendors.

PrideGlobal and it's affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates : Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation