Client Service Coordinator - Associate

Client Service Coordinator - Associate

We are looking for a detail-oriented Client Service Coordinator - Associate to join our team on a contract basis in Cincinnati, Ohio. In this part-time role, you will work 25 hours per week over a 12-week period, assisting in administrative tasks, event coordination, and branch support. This position is a great opportunity to contribute to the smooth operation of our team while gaining valuable experience in client service and office coordination.

Responsibilities:

• Manage supply orders, including stationery, licensing, and expense reporting.
• Provide administrative support to advisors as needed, ensuring smooth daily operations.
• Assist the Operations Leader with planning and executing branch events.
• Coordinate logistics for branch meetings, including confirming attendance, ordering lunch, and tracking participation.
• Handle mail distribution and related tasks to ensure efficient communication.
• Organize and send invitations for regional webinars hosted by the branch.
• Support advertising efforts and ensure compliance with organizational guidelines.
• Contribute to special projects and initiatives within the organization.

Requirements:

• Demonstrated experience in operations, event planning, and administrative support.
• Strong organizational skills with attention to detail and the ability to prioritize tasks effectively.
• Proficiency in managing expense reports and licensing processes.
• Excellent communication skills for coordinating webinars and meetings.
• Ability to handle mail distribution and maintain accurate attendance records.
• Familiarity with advertising processes and client-oriented practices.
• Comfortable working in a fast-paced environment while maintaining accuracy and efficiency.