Reporting Coordinator- Capital Access (5801)

NextPath Workforce Solutions; Memphis (TN); Hybrid; USD 28,929 - 31,684; Part time

Job summary

NextPath Workforce Solutions in Memphis, TN seeks a Reporting Coordinator to join our client's team in a hybrid, contract role. You will manage and process daily operational reports, handle sensitive client information, and support financial professionals.

Ideal candidates have a high school diploma, 3+ years in client services, strong MS Office skills (Excel, Outlook), and excellent communication. You will collaborate with the team in virtual and in-person meetings to deliver accurate, timely

Qualifications

• High school diploma or equivalent required.
• Minimum 3 years of client services experience.
• Strong MS Office proficiency, especially Excel and Outlook.

Responsibilities

• Manage and process daily operational reports within strict deadlines.
• Handle sensitive and confidential client information discretely and accurately.
• Provide phone support to clients and financial advisors, approximately half of workday.
• Deliver exceptional service in all client interactions.
• Collaborate effectively with team members during virtual and in-person meetings.
• Participate actively in team discussions, training, and feedback sessions.
• Utilize Microsoft Office Suite (Excel, Outlook, Word) at an advanced level.

Skills

Client services experience

Excel

Outlook

Verbal communication

Written communication

Decision making under pressure

Team collaboration

Professional demeanor

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Excel

Outlook

Word

Job description

NextPath Workforce Solutions is currently seeking a Reporting Coordinator to join our client's team in Memphis, TN. This is a Hybrid, Contract position.

SALARY: $21-$23 per hour (depending on experience)

Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.

Requirements

• High school diploma or equivalent, with a minimum of 3 years of client services experience
• Strong proficiency in Microsoft Office, especially Excel and Outlook
• Excellent verbal and written communication skills
• Ability to make quick, informed decisions under pressure
• Professional, pleasant demeanor focused on client satisfaction
• Comfortable working with high-net-worth individuals and financial professionals
• Willing to fully engage in team meetings, both virtual and in-person

Responsibilities

• Manage and process daily operational reports within strict deadlines
• Handle sensitive and confidential client information discretely and accurately
• Provide phone support to clients and financial advisors, approximately half of workday
• Deliver exceptional service in all client interactions
• Collaborate effectively with team members during virtual and in-person meetings
• Participate actively in team discussions, training, and feedback sessions
• Utilize Microsoft Office Suite (Excel, Outlook, Word) at an advanced level

NextPath Workforce Solutions

NextPath is a strategic talent partner connecting skilled professionals with organizations driving innovation and growth. Our recruiting team brings more than 80 years of combined experience in workforce solutions, offering flexible engagement models including contract, project-based, contract-to-hire, and direct hire roles.

We are an Equal Opportunity Employer.