Client Relations Coordinator

  • location: Boston, MA
  • type: Permanent
  • salary: $50,000 - $60,000 per year
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job description

Client Relations Coordinator

Randstad is currently working with a prestigious financial and wealth management firm in the downtown Boston area to fill a Client Relations/Administrative Coordinator role within Private Wealth. The ideal candidate will be extremely professional, have experience coordinating meetings/calendars, have worked within financial/professional/legal services at some point, and have EXCELLENT client relations and analytical skills. This position has multiple growth paths within the company to management and even financial advising.

Duties and Responsibilities:
-Support multiple Financial Advisors, in client relations and general administrative assistance
-Answer internal and external telephone calls, covering the reception desk
-Prepare presentations and reports for Financial Advisors, high net worth clients, and potential clients
-Schedule and maintain meetings, appointments, and travel plans
-General administrative tasks that may include drafting correspondence, answering phones, file maintenance, and expense reporting
-Run reports, scanning for completeness, correctness, and applicable data
-Additional project assistance as needed

Working hours: 8:00 AM - 5:00 PM

-1 year of administrative experience
-Excellent verbal and written communication skills
-Effective interpersonal skills
-Strong organizational skills, attention to detail
-Bachelor's degree
-Financial services industry helpful

If you are interested in this position please apply to the posting and email your resume to

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
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