Portfolio Management Client Care Coordinator

Posted at: 04/24/2025

New York, NY

Onsite  -  NON IT - Lending / Loans / Banking  -  Contract  -  Job ID: 25-13546

Title: Portfolio Management Client Care Coordinator
Location:  New York, NY 10022 
Duration: 6+ Month Contract 
Compensation: $26.00 – $28.25hr
Work Requirements: US Citizen, GC Holders or Authorized to Work in the US

  • Minimum 2+ years in an administrative capacity within a corporate environment required
  • Mon – Fri 8am -5pm  
  • Hybrid Schedule  

Overview
This person is responsible for supporting their manager and/or team as designated. They represent the manager/team to both external and internal clients, consistent with the culture of relationship management. They assist in keeping their manager/team informed through scheduling, reports, agendas, meetings, and other necessary tasks. Frequently, this person is responsible for the coordination of the "office," including logistics associated with conference/meeting rooms, mail, supplies, PCs, and follow-through on new hires or colleague support issues. This person often contributes to special projects, both recurring and one-time, to support the team.

Key Responsibilities
Team and Manager Support

  • Supports manager/team as assigned by keeping them informed of activities impacting the group.
  • Assists with scheduling, reports, agendas, or other activities as required.
  • Frequently interfaces with internal and external clients, exhibiting exemplary customer service in all interactions.

Office Coordination

  • Coordinates "office” functions and activities, including mail, phones, supplies, travel arrangements, equipment, facilities, paperwork, and other duties.
  •  Responsible for logistics such as conference/meeting rooms and follow-up for new hires or colleague support.

Project Management

  • Completes special projects as assigned.
  • Participates in temporary or permanent projects to support team objectives.

Administrative Duties

  • Utilizes word processing programs to create, revise, store, and print various documents as required.
  •  Inputs data into the computer system via terminal entry per established procedures.
  • Answers and screens incoming calls; forwards to appropriate personnel based on directory listings.
  • Makes and schedules appointments and meetings for assigned attorneys.
  • Opens, sorts, date-stamps, and distributes incoming mail.
  • Prepares outgoing mail through various systems (inter-office, USPS, etc.).
  •  Acts on incoming correspondence as directed by Supervisor.
  • Photocopies documents as required.

Reception & Logistics

  • Staffs and monitors front desk and main phone line.
  • Orders/tracks catering for client and executive meetings.
  • Processes T&E (Travel and Expense) for executive management as requested.
  • Forwards mail, fax, email, and phone correspondence to appropriate departments or individuals.

General Administrative Support

  • Provides general administrative support to a department or group of professionals with limited supervision.
  • Collects, compiles, and analyzes moderately complex data and information.
  •  Composes straightforward written descriptions of results.

Qualifications and Skills

  • Ability to exercise independent judgment and basic reasoning skills.
  • Excellent verbal and written communication skills.
  • Ability to effectively communicate with all levels of Bank personnel and customers.
  • Strong interpersonal and organizational skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Proficiency with Microsoft Office applications, including Word, Excel, and PowerPoint.

Our benefits package includes: 

  • Comprehensive medical benefits
  • Competitive pay, 401(k)
  • Retirement plan
  • …and much more!

About INSPYR Solutions

Technology is our focus and quality is our commitment. As a national expert in delivering flexible technology and talent solutions, we strategically align industry and technical expertise with our clients' business objectives and cultural needs. Our solutions are tailored to each client and include a wide variety of professional services, project, and talent solutions. By always striving for excellence and focusing on the human aspect of our business, we work seamlessly with our talent and clients to match the right solutions to the right opportunities. Learn more about us at inspyrsolutions.com.

INSPYR Solutions provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, INSPYR Solutions complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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