Client Relationship Coordinator

Company: Sound Income Group
Location: Fort Lauderdale
Posted on: March 18, 2023

Job Description:

Client Relationship CoordinatorRapidly growing FMO/RIA in Fort Lauderdale seeks an organized and energetic Client Relationship Coordinator to provide best-in-class administrative support to Senior Managers and Clients. The ideal candidate is a highly energetic, thick-skinned, proactive problem solver possessing exceptional communication skills, meticulous attention to detail, the ability to exercise good judgment in a variety of situations, while maintaining a realistic balance among multiple priorities. The incumbent must be able to work under pressure in a fast-paced environment and handle a wide variety of activities and confidential matters with diplomacy, discretion with minimal supervision. Responsibilities:

• Extensive meeting scheduling and calendaring. Monitor manager and executive calendars to ensure logical and reasonable flow of daily events; prioritize and confirm meetings, advise of cancellations or rescheduling.
• Helping new clients onboarding and oversee their transition.
• Send out virtual meeting invites, when requested.
• Submit expenses to the Accounting Dept. following the firm's expense reporting procedures on behalf of oneself and team. Chase down receipts as necessary. Reconcile monthly credit card statements.
• Plan and organize team events, offsites, and strategy sessions
• Coordinate all aspects of travel; book and track flights, monitor weather conditions, arrange for ground transportation, utilize technology to optimize travel experience. Follow up and monitor all legs of the trip until the traveler has returned destination
• Ensure all team members remain compliant with firmwide deliverables.
• Share best practices and collaborate with colleagues when possible.
• Exercise sound judgment and discretion while organizing and prioritizing confidential information.
• Represent the firm with integrity and operate in accordance with Firm values and professional standards.
• Contribute to special projects and assignments as requested.Qualifications:
  • Bachelor's degree (preferred)
  • 5+ years prior experience in a corporate environment. Financial Services (preferred)
  • Decisive, resourceful problem solver able to anticipate and proactively solve issues that may arise
  • Responsible, mature professional with excellent attention to detail and strong communication skills
  • Ability to build strong working relationships firmwide and be viewed as a trusted, approachable resource
  • Strong computer skills including Microsoft Office suite; ability and openness to continuously learn new skills and technology
  • Strong project management skills with ability to juggle multiple deliverables concurrently
  • Well-organized and comfortable working in a fast-paced environment
  • Demonstrated ability to work with confidential information and executive level matters
  • Time flexibility (willingness to occasionally work evenings, weekends when necessary)Additional Information:
    Full-time Exempt position Independent reliable transportation is required

    • Location: Ft. Lauderdale, FL; this is an in-office position; not remote
    • US Permanent Work Authorization required
      Health/Dental/Vision, Life Insurance/Short & Long-term Disability (paid by Employer)Paid Time Off401k Retirement Plan with Company Match -*The duties and responsibilities described in the above job description are not a comprehensive list. - Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.Powered by JazzHR

Keywords: Sound Income Group, Fort Lauderdale , Client Relationship Coordinator, Other , Fort Lauderdale, Florida