Job Title: Staff Associate, Client Support

We at Excel Financial Group are on the hunt for a dedicated, proactive, and methodically organized Staff Associate for Client Support. This role is integral to the maintenance and enhancement of client relationships, project coordination, and administrative support. As a Staff Associate, you will work directly with clients, project managers, and team members, ensuring the smooth and successful completion of different projects.

Responsibilities and Duties:

• Providing responsive and personable direct support to clients, addressing inquiries and concerns promptly and professionally.

• Communicating effectively with clients using various channels: phone, email, and in-person meetings.

• Working closely with project managers and team members to coordinate project activities including planning, scheduling, and resource allocation.

• Monitoring project timelines and providing project status updates to stakeholders.

• Maintaining organized records and documentation related to projects and client interactions.

• Preparing reports, presentations, and other materials as requested.

• Managing scheduling, travel arrangements, and other administrative tasks.

Qualifications and Skills:

Ideal candidates should hold a bachelor’s degree or its equivalent in a relevant field, with a minimum of two years of related experience. Excellent communication skills, both verbal and written, are a must. Proficiency in the use of Microsoft Office tools and a solid understanding of project management principles will also be necessary.

Benefits and Perks:

We believe in rewarding our employees for their commitment and hard work. Our extensive benefits package includes health, dental, and vision insurance, as well as a competitive 401K matching program. We also offer a generous vacation policy and numerous career development opportunities within the company.

Application Process:

If you believe you are the right fit for the Staff Associate role, we encourage you to submit your resume and cover letter via email to [email protected]. In your cover letter, explain why your skills, experience, and personal qualities make you an ideal candidate for this position.

About Excel Financial Group:

Based in Little Tucson, AZ, Excel Financial Group is committed to excellence in project management and client relations. We pride ourselves on our industry knowledge, professionalism, and dedication to fulfilling our clients' needs. We serve a diverse clientele and consistently strive to exceed expectations.

Reach out to us at: Excel Financial Group, 419 Elk Rd Little Tucson, AZ 85701 | Phone: 222 555 7777 | Website: excelfinancialgroup.fict.

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