Client Relations Coordinator (Onboarding Specialist and CEO Support) jobs in United States
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Haven Financial Services · 2 days ago

Client Relations Coordinator (Onboarding Specialist and CEO Support)

positionUnited States
timePart-time
remoteRemote
seniorityMid Level
date3+ years exp

Haven Financial Services is seeking a Client Relations Coordinator to manage client onboarding and support the CEO. This role involves handling inbound leads, assisting with marketing tasks, and maintaining organization in a fast-paced environment.

AccountingFinancial ServicesProfessional Services

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

Qualification

Client relations experienceHubSpotAsanaQBOCommunication skillsOrganizational skillsProactive attitudeCalm demeanorTech-savvyWriting skills

Required

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

Company

Haven Financial Services

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Founded in 2014, Haven Financial Services is a leader in the financial services industry working with companies all across the U.S.
dateFounded in 2014
location
Irvine, California, USA
people-size2-10 employees
web-link
https://www.myfinancialhaven.com

Funding

Current Stage
Early Stage

Leadership Team

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Khristine Valdez
Founder & CEO
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Company data provided by crunchbase