Robert Half - Lake Charles, LA
posted about 1 month ago
Full-time - Entry Level
Hybrid - Lake Charles, LA
Administrative and Support Services
About the position
The Client Service Coordinator - Associate role at Robert Half is essential for providing administrative support and customer service within the financial services sector. This position serves as the primary point of contact for clients, ensuring their needs are met and inquiries are addressed efficiently. The role is focused on maintaining smooth operations through effective communication and organization, and it is offered as a long-term contract without remote work options.
Responsibilities
- Offer administrative support to both the office and individual advisors.
- Manage inbound client calls, ensuring their inquiries are answered and issues are resolved promptly.
- Organize schedules, coordinate meetings and conferences ensuring smooth operations.
- Keep accurate records and files, ensuring all information is current.
- Distribute incoming mail promptly and systematically.
- Lead special projects as required, demonstrating strong organizational skills.
- Utilize digital tools, including Microsoft Office, to manage tasks and communication effectively.
- Monitor office supplies and replenish as necessary.
- Maintain a detail-oriented demeanor when interacting with clients, both in person and over the phone.
Requirements
- Proven experience in answering inbound calls and managing customer inquiries
- Proficiency in scheduling appointments and coordinating meetings
- Demonstrated typing skills, preferably with a fast and accurate typing speed
- Proficient in digital technologies, including office suite and CRM software
- Experience in filing and organizing documents both physically and digitally
- Excellent communication skills, both verbal and written
- Comfortable in setting up and participating in conference calls
- Previous experience in the financial services sector is preferable
- Ability to lead and manage special projects as assigned
- Willingness to work onsite and coordinate with team members
- Responsible for distributing incoming mail in a timely and organized manner
- Familiarity with ST Microcontroller technology
- Exceptional organizational skills to manage multiple tasks simultaneously.
Nice-to-haves
- Previous experience in the financial services sector is preferable
- Familiarity with ST Microcontroller technology
Benefits
- Medical insurance
- Vision insurance
- Dental insurance
- Life insurance
- Disability insurance
- 401(k) plan
