Client Services- Reporting Coordinator-Only LOCALS

Local candidates only- hybrid role in office 3 days per week Memphis, TN 38120 8 AM- 5 PM Monday through FridayLaptop providedOpportunity for extension or conversion based on attendance, performance and availability of an FTE role
Position Summary:We are seeking a highly organized and service-oriented contractor to join our operations team. This role involves handling time-sensitive daily reports, managing sensitive client information, and providing exceptional service to high-net-worth clients and financial advisors. The ideal candidate will be a quick thinker, a strong communicator, and a collaborative team player.
Key Responsibilities:Process and manage daily operational reports with strict deadlines.Handle confidential and sensitive information with discretion and accuracy.Provide phone support for clients and financial advisors (approximately half the workday).Deliver a service-first experience in all client interactions.Collaborate effectively with team members in both virtual and in-person meetings.Participate actively in team discussions, training, and feedback sessions.Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced levelSkills:Qualifications:Proven experience in a client service or operations support role.Strong proficiency in Microsoft Office, especially Excel and Outlook.Excellent verbal and written communication skills.Ability to make quick, informed decisions under pressure.Professional, pleasant demeanor with a focus on client satisfaction.Comfortable working with high-net-worth individuals and financial professionals.Ability to maintain confidentiality and handle sensitive data responsibly.Willingness to fully engage in team meetings, both virtual and in-person.Education:High school diploma or equivalent required and a minimum of 3 years of client services experience