Client Development Coordinator

Job Summary

A company is looking for a Client Development Coordinator to provide administrative and operational support to the client development team.

Key Responsibilities

• Provide day-to-day administrative and operational support to Regional Vice Presidents and the Direct Client Development team
• Coordinate scheduling of meetings and prepare meeting materials
• Maintain accurate documentation and support client outreach activities

Required Qualifications

• High School diploma; Bachelor's degree preferred
• Prior sales support experience is a plus
• Experience in the financial services industry is a plus
• Strong proficiency in MS Word, Excel, and Outlook; CRM experience preferred
• Desire for continuous self-learning and professional growth