Client Service Coordinator - Associate

Description

Client Service Coordinator - Associate

Location: Osterville, MA 02655

Assignment Type: Temporary

Assignment Length: 12 weeks

Schedule: 30 hours per week

Tentative Pay Rate: $22.00 per hour

Position Overview

We are seeking a Client Service Coordinator - Associate to provide front desk, administrative, and operational support within a branch office. This position will support daily office functions, advisors, branch meetings and events, and ongoing operational projects.

Key Responsibilities

• Cover incoming phone calls and front desk operations.
• Handle incoming and outgoing mail and maintain the branch check log.
• Order office supplies and stationery.
• Assist with licensing-related administrative tasks and expense reports.
• Provide basic administrative support to advisors as needed.
• Support the Interim Operations Leader with branch event planning and execution.
• Contribute to OAR-related projects and initiatives.
• Coordinate branch meetings, including confirming wholesalers, ordering lunch, and tracking attendance.
• Assist with advertising-related administrative activities.
• Coordinate and distribute invitations for regional webinars to the branch.
• Provide additional branch operational and administrative support as needed.

Requirements

Qualifications / Requirements

• Previous administrative, office support, receptionist, or customer service experience preferred.
• Strong organizational skills with the ability to manage multiple tasks and priorities.
• Professional communication and customer service skills, both in person and over the phone.
• Comfortable supporting a professional, client-facing office environment.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel.
• Strong attention to detail when handling mail, records, expense reports, and other administrative tasks.
• Ability to work independently while effectively supporting advisors and branch leadership.
• Dependable, professional, and able to maintain discretion when handling sensitive information.
• Ability to support 30 hours per week for the full 12-week assignment.

TalentMatch®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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