Client Experience Coordinator Job at Ultimate Staffing, Houston, TX

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  • Ultimate Staffing
  • Houston, TX

Job Description

We are engaged in a search for a Client Experience Coordinator for an established wealth management firm. This position is ideal for a recent university graduate wanting to gain experience in the business industry. You will ensure our clients experience best-in-class servce before, during and after meetings adn events.

Responsibilities:

  • Coordination of calendars and scheduling
  • Communicate directly with wealth management clients on behalf of Wealth Advisors
  • Assists with meeting preparation, communication and facilitation
  • Assists manager with ensuring tracking and metrics are current
  • Responsible for physical office space appearance
  • Maintainss office refreshments and supplies

Requirements:

  • Bachelor's degree in a business related field
  • 1-2 years experience, internships and/or officer level position in a business related organization/club
  • Excellent communication and people skills
  • Advanced MS 365 skills
  • Excellent organization skills

If you meet the requirements above and would like to learn more about this position, please apply to this post or email your resume

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Job Tags

Internship, Local area,

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