To Apply for this Job Click Here Summary

As the Client Coordinator, you'll ensure investors receive exceptional service by acting as the 'air traffic controller' of the team. This involves managing a variety of administrative, operational, and project management activities. You will help oversee multiple initiatives, coordinate directly with clients, prospects, and internal stakeholders, serve as a first point of contact for investor requests, and plan investor-related meetings and events.

This role requires 5 days in office in the Downtown San Francisco office.

Responsibilities

Serve as a primary contact for client and prospect inquiries, ensuring high-quality, responsive, and professional service

Collaborate with relationship managers to execute investor-related meetings and events, translating visions into organized, actionable plans

Prepare necessary materials for investor meetings and events such as agendas, background information, and biographies across multiple formats (calls, onsite visits, roadshows)

Synthesize meeting takeaways and track progress to drive efficient task management

Maintain and update internal databases housed within Teams, Juniper Square, and Salesforce to support team and departmental efficiency

Drive execution of team objectives by ensuring clear project timelines and expectations are communicated and met

Engage in cross-functional projects aimed at enhancing departmental effectiveness

Opportunity

Serve as a key point of contact and be at the forefront of client interaction with leading global investors

Play a pivotal role in the seamless execution of operational and capital formation strategies

Contribute to and learn from high-stakes projects with a direct impact on business growth

Collaborate with a diverse group of professionals dedicated to continuous improvement and excellence

Qualifications'3+ years of experience required; Background in financial services preferredExcellent leadership and client service skills with the ability to work independently and as part of a team in a dynamic environment

Strong problem-solving skills using logic and common sense to develop practical solutions

Ability to anticipate the needs of others and proactively provide support

Demonstrated curiosity and eagerness to learn in a fast-paced environment

Proficiency in Microsoft Office suite (or similar systems) preferred

Knowledge of general accounting and building/property operations is a plus

Ability to multi-task, prioritize effectively, and work well under pressure

Commitment to working in a diverse, collaborative, and professional environment

1428050-EMS_1755643956 To Apply for this Job Click Here