#twiceasnice Recruiting placed a Client Support Coordinator for a mid-size investment & wealth management firm in the Great Lakes. The role is in Financial Services, specifically Investment & Wealth Management. The client is a private company. First qualified candidate submitted in 4 days. Offer extended in 25 days from intake. Fee: 9.9% with an 18-month guarantee. #twiceasnice is a national direct-placement recruiting firm that builds every search from scratch and headhunts for every role.
Placement Record
Client Support Coordinator
Financial Services · Great Lakes
Administrative & Office Support
Entry/Coordinator
On-site
Investment & Wealth Management
Private
Client Support Coordinator successfully placed by #twiceasnice for a mid-size investment & wealth management firm in the Great Lakes.
From the completed search:
Our client, a privately held financial services company, is looking for a Client Support Coordinator to join their office in Columbus, OH. In this role, you will perform a variety of administrative tasks while also handling direct client communications. Due to our client’s scope of work, the tasks you will be supporting are often highly confidential and more complex in nature. A willingness to learn, serve, and collaborate are critical to success in this role. While a financial services support background would be helpful, they have the right resources and onboarding in place to lessen the learning curve. After all, you’ll be taking over for a long-standing team member who is retiring after more than 30 years with the company. Their company is rooted in service and with over 100 employees across multiple locations, they do not let results get in the way of doing the right thing. Both for their clients and their employees. With a 4.8 on Glassdoor and many accolades for being one of the top workplaces in the area, this is an excellent opportunity for someone who has a passionate heart, giving spirit, and an organized approach to administrative work. Do not miss your chance to partner with a leadership team that prioritizes work/life balance, culture, and community.
Search Details
| Role | Client Support Coordinator |
| Role Level | Entry/Coordinator |
| Industry | Financial Services |
| Region | Great Lakes |
| Work Model | On-site |
| Salary | ~$65,000 |
| Days to First Accepted Submittal | 4 |
| Intake to Offer-Extended Candidate | 25Days From Intake Call to Offer Extended Candidate |
| Our Fee | 9.9% |
| Guarantee | 18 months |
Fee Comparison
| Our Fee (9.9%) | $6,435 |
| Industry Standard (20%) | $13,000 |
| Client Savings | $6,565 |
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