Client Group Coordinator
2 days ago
We are seeking a highly organized and detail-oriented Client Group Coordinator to join our team at Capital Group. As a Client Group Coordinator, you will play a critical role in supporting our relationship managers and client relations associates in delivering exceptional client service.
Key Responsibilities- Liaise with Relationship Managers and Client Relations Associates
Coordinate meetings, appointments, and travel arrangements to ensure seamless communication and collaboration with clients and internal stakeholders.
Manage Client CommunicationsProactively handle incoming queries, respond to client requests, and maintain accurate records of client interactions.
Coordinate Client MaterialsPrepare and distribute client reports, presentations, and other materials in a timely and professional manner.
Support CRM Data ManagementAssist in maintaining accurate and up-to-date client information in our CRM system.
Assist with Special ProjectsContribute to special projects and initiatives that support the growth and development of our client relationships.
Requirements- Education and Experience
Good academic qualifications with at least 5 years of secretarial/administrative support experience in the financial services industry.
Skills and AbilitiesProactive, organized, and detail-oriented individual with excellent communication and interpersonal skills.
Technical SkillsAdvanced knowledge of spreadsheets and proficiency in MS Office (Word, Excel, PowerPoint, Outlook).
Language SkillsAbility to read and type Chinese (both Traditional and Simplified Chinese are preferable).
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