Coordinator, Beneficiary Services
1248 Management Corporation•Kansas City, MO
398d
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About The Position
The Client Service Coordinator at 1248 Management LLC is responsible for providing exceptional client service and administrative support within a family office investment company. This role requires a commitment to detail and the ability to manage various projects while ensuring a high level of service to clients. The position involves in-person collaboration with the team three days a week, focusing on maintaining client files, data entry, and preparing materials for client meetings.
