job description
Join BruntWork as a Remote Client Service Coordinator and play a pivotal role in supporting a high-performing Financial Advisor. This is a unique opportunity to work from the stunning locations of Bali while delivering exceptional administrative and client service support in the financial services sector.
In this role, you will be the backbone of client operations, ensuring seamless communication, efficient scheduling, and meticulous account management. If you thrive in a dynamic, remote work environment and have a passion for organization and client service, this position is perfect for you.
BruntWork is a leading provider of remote professional services, offering a flexible and rewarding work environment. Enjoy the freedom to work from Bali’s most vibrant locations while contributing to a global financial services team.
Responsibility
- Manage and coordinate the Financial Advisor’s calendar, including scheduling client meetings, follow-ups, and internal team syncs.
- Serve as the primary point of contact for clients, ensuring timely and professional communication via email, phone, and virtual meetings.
- Assist with the account opening process, including gathering client documentation, verifying information, and liaising with compliance teams.
- Prepare and distribute meeting agendas, presentations, and follow-up materials to ensure productive client interactions.
- Maintain accurate client records and databases, ensuring all information is up-to-date and securely stored.
- Coordinate logistics for virtual and in-person meetings, including sending invitations, setting up conference tools, and troubleshooting technical issues.
- Handle ad-hoc administrative tasks such as expense reporting, travel arrangements, and document preparation.
- Proactively identify opportunities to improve client service processes and implement efficiencies.
Qualifications
- Minimum of 2 years of experience in an administrative or client service role, preferably within financial services or a related industry.
- Exceptional organizational skills with a keen attention to detail and the ability to manage multiple priorities.
- Strong written and verbal communication skills, with a professional and client-focused demeanor.
- Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and virtual communication tools (Zoom, Microsoft Teams, etc.).
- Experience with CRM systems (e.g., Salesforce, HubSpot) is a plus.
- Ability to work independently in a remote setting, with a reliable internet connection and a quiet workspace.
- High level of discretion and confidentiality when handling sensitive client information.
- Bachelor’s degree in Business Administration, Finance, or a related field is preferred but not required.