<p>We are looking for a detail-oriented Client Service Coordinator to join our team in Blakeney, North Carolina. In this position, you will provide essential support to both clients and internal operations, contributing to a smooth and efficient workflow. This role requires a proactive individual who thrives in a collaborative environment and is eager to take on diverse administrative responsibilities.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate client scheduling and manage appointment calendars to ensure smooth operations.</p><p>• Collect and organize data for financial planning, retirement plans, and other wealth management services.</p><p>• Assist with planning and executing client meetings, including preparation and follow-up tasks.</p><p>• Handle administrative tasks such as answering inbound calls, data entry, and maintaining organized records.</p><p>• Provide exceptional client service by addressing inquiries promptly and professionally.</p><p>• Support the team in managing Salesforce and other tools to ensure accurate client information.</p><p>• Collaborate with the team during regular meetings to discuss updates and priorities.</p><p>• Maintain a high level of organization to manage multiple tasks and deadlines effectively.</p><p>• Contribute to creating a positive and flexible work environment by fostering team collaboration.</p>

• Minimum of 2 years of experience in administrative support or a related role.<br>• Proficiency in Microsoft Excel and Word, with the ability to create and manage documents efficiently.<br>• Familiarity with Salesforce or similar CRM systems for managing client data.<br>• Strong organizational skills and attention to detail to handle multiple responsibilities.<br>• Excellent communication and interpersonal skills to interact professionally with clients and team members.<br>• Dependable and reliable, with the ability to work on-site 4-5 days a week initially.<br>• Adaptability to work in a fast-paced environment while maintaining accuracy and efficiency.

<h3 class="rh-display-3--rich-text">TalentMatch^®</h3> <p>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.</p> <p>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. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>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 <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>