Haven Financial Services
Client Relations Coordinator (Onboarding Specialist and CEO Support)
Haven Financial Services, California, Missouri, United States, 65018
Part-Time | Remote
Haven Financial Services is seeking a Client Relations Coordinator to manage client onboarding, support the CEO with scheduling, assist with light marketing tasks, and handle inbound leads. This role is ideal for someone organized, proactive, and comfortable working in a fast-moving, client-focused environment.
Responsibilities
Serve as the main contact for new clients and guide them through onboarding.
Send Engagement Letters/Intake Forms and manage completion tracking.
Enter client details into HubSpot and organize documents in Asana and Box.
Request and track client system access (QBO, banking, payroll, Ramp/Bill.com, etc.).
Manage the CEO’s calendar and prepare relevant meeting information.
Assist with simple marketing/LinkedIn content tasks.
Monitor inbox for leads and ensure timely follow-up.
Qualifications
3-5 years in client relations, admin support, or similar role.
Excellent communication and writing skills.
Highly organized with strong follow-through.
Tech-savvy; comfortable learning tools (HubSpot, Asana, Box, QBO).
Professional, calm, proactive, and client-centered.
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Haven Financial Services is seeking a Client Relations Coordinator to manage client onboarding, support the CEO with scheduling, assist with light marketing tasks, and handle inbound leads. This role is ideal for someone organized, proactive, and comfortable working in a fast-moving, client-focused environment.
Responsibilities
Serve as the main contact for new clients and guide them through onboarding.
Send Engagement Letters/Intake Forms and manage completion tracking.
Enter client details into HubSpot and organize documents in Asana and Box.
Request and track client system access (QBO, banking, payroll, Ramp/Bill.com, etc.).
Manage the CEO’s calendar and prepare relevant meeting information.
Assist with simple marketing/LinkedIn content tasks.
Monitor inbox for leads and ensure timely follow-up.
Qualifications
3-5 years in client relations, admin support, or similar role.
Excellent communication and writing skills.
Highly organized with strong follow-through.
Tech-savvy; comfortable learning tools (HubSpot, Asana, Box, QBO).
Professional, calm, proactive, and client-centered.
#J-18808-Ljbffr