On-Site Client Services Coordinator — Bellevue

Newman Group Search; Washington; On-site; USD 45,000 - 65,000; Full time

Job summary

Newman Group Search is seeking a Client Service Admin for our Bellevue, WA office. This role serves as the welcoming front line, supporting advisors and clients with day-to-day tasks in a busy, in-person environment.

Candidates should reside within about 20 miles of Bellevue, as this is not a remote-friendly role. You will coordinate calendars, handle inquiries, and help organize local client events, contributing to a tightly-knit advisory team.

Qualifications

• Patient, professional demeanor required.
• Strong interpersonal and communication skills.
• Ability to manage calendars and coordinate office activities.

Responsibilities

• Coordinate and manage client appointments along with advisor calendars
• Deliver attentive, personalized service to clients and their families
• Help plan and organize client events and gatherings in the local area
• Manage incoming calls, emails, and walk-in questions
• Keep records organized and assist with daily administrative needs for the advisory team

Skills

Client service orientation

Excellent communication

Organizational skills

Job description

Newman Group Search is seeking a Client Service Admin for our Bellevue, WA office. This role serves as the welcoming front line, supporting advisors and clients with day-to-day tasks in a busy, in-person environment.

Candidates should reside within about 20 miles of Bellevue, as this is not a remote-friendly role. You will coordinate calendars, handle inquiries, and help organize local client events, contributing to a tightly-knit advisory team.