Industry: Financial Services
What Matters Most:
1-2 years of experience in financial services
Familiarity with core management and business development concepts required
Proficiency in MS Office preferred
Bachelor’s degree in Business, Finance, or Economics required
Your New Role:
You appreciate room for growth, and you’d like to stretch your customer service skills in a flexible environment where success is driven by the team’s engagement and commitment to seamless client service. As Account Coordinator, you’ll be at the center of conversation, engaging in frequent client contact, building lasting relationships, and relaying vital information to a dedicated consulting team. The administrative part of this role involves entering comprehensive call notes and client data into the system, maintaining the membership database, and performing regular outreach to members to update information on file. In addition, you’ll research and create reports on business processes, all informing the workflows in place here and helping to facilitate a smooth client experience. The learning potential is huge for this role, and once you’ve mastered all the nuances, your responsibilities could evolve to include those of a junior consultant, business development specialist, or valuation analyst.
Your New Organization:
Growing a firm in a niche industry isn’t always easy, but this team has excelled through practical guidance and planning that works. You’ll interact with smart professionals across the financial, legal, and accounting spectrums and leverage your skills for career growth. Get ready for great benefits including paid time off, medical, dental, and vision coverage, a 401(k) plus match, and life insurance.
If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to email@example.com. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
Commitment to Diversity
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Boly:Welch recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners. As a business founded and owned by women, Boly:Welch collaborates with minority and women-owned business enterprises to help develop and nurture strong relationships across all stakeholders. We make connections that enrich our community by seeing possibilities in people.