Office and Client Services Coordinator
Core
First point of contact for clients and visitors, providing administrative support to Advisers and managing trade administration for the Private Wealth team.
Role type
Office and Client Services Coordinator
Builds
Client service interactions, trade settlements, and internal administrative workflows for a stockbroking firm.
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Customer service, phone etiquette, meeting coordination, trade administration, Salesforce usage, market system navigation, attention to detail
Preferred skills
Financial markets background, corporate support experience
Responsibilities
Welcome clients and visitors, answer and direct incoming calls, coordinate meetings, support Advisers with correspondence and IPO/placement coordination, log client requests in Salesforce, assist with trade execution and settlement
Seniority
Individual Contributor, entry to mid-level