Client Services Coordinator

Client Services Coordinator . Full-time, remote from anywhere in the United States. You'll fit if you have some experience in client or customer service, or office coordination (internships count) write clear, professional emails know Outlook calendars and Excel The role During a review, a client's finance and legal staff send us documents, questions and meeting requests almost every day. Each needs a quick reply and a record of what was sent and to whom. Your week Client emails and calls about documents, meetings and timelines A log of every document received and who may see it Interviews and review meetings scheduled Reminders for outstanding information Short status updates for the engagement lead Also welcome: a law firm, accounting firm or bank; HubSpot or Salesforce; confidential documents. What Westhafen offers Medical plan with dental and vision 401(k) with an employer match Vacation, paid sick leave and federal holidays A yearly professional development allowance Laptop, monitor and home office equipment Westhafen Consulting is a management consultancy in New York. Boards, owners, family businesses and investors ask us to review a big decision before they make it (capital allocation, organization, succession, an acquisition), and every assignment ends in a written assessment. Westhafen Consulting is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status.