Mindlance · 1 week ago
Portfolio Management Client Care Coordinator
San Francisco, CA
Full-time
Hybrid
New Grad, Entry LevelMindlance is a company seeking a Portfolio Management Client Care Coordinator who will support their manager and team in various administrative tasks. The role involves coordinating office functions, managing communications, and assisting with special projects to enhance team efficiency and client relations.
Human Resources
Responsibilities
Supports manager/team as assigned by keeping he/she/them informed of activities impacting assigned group. Assists with scheduling, reports, agenda’s, or other activities as required. Frequently interfaces with internal and external clients and is responsible for exhibiting exemplary customer service in all interactions
Coordinates “office” functions and activities that may involve mail, phones, supplies, travel arrangements, equipment, moves, facilities, paperwork, and other duties
Completes special projects as assigned. Often has responsibility for or participates in special projects that may be temporary or permanent in nature
Utilizes word processing programs to create, revise, store and print various documents as required. Inputs various information to computer system via terminal entry according to established procedures
Answers and screens incoming calls. Forwards to appropriate attorney/department personnel based on established directory listing. Makes and schedules appointments and/or meetings for assigned attorneys
Opens, sorts, date stamps and distributes incoming mail for assigned attorney. Stuffs, seals and addresses outgoing mail for distribution through various mailing systems (inter-office, U.S. Post Office, etc.). May act on incoming correspondences as directed by Supervisor. Photocopies documents as required
Staffing and monitoring of front desk and main phone line
Ordering/tracking of firm catering orders for client and executive meetings
Processing T&E of executive management team as requested
Forwarding mail, fax, email, phone correspondence to proper departments and individuals
Under limited supervision, provides general administrative support to a department or group of professionals
Collects, compiles and analyzes moderately complex date and information
Composes straightforward written descriptions of results
Requires the ability to exercise independent judgment and employ basic reasoning skills
Qualification
Required
Excellent verbal and written communication skills
Ability to effectively communicate with all levels of Bank personnel and customers
Ability to use computer and various software programs including MS Office applications such as Word, Excel, PowerPoint, etc
Strong interpersonal and organizational skills with the ability to manage multiple priorities
Ability to pay close attention to detail
Proficiency with MS Office applications including Word, Excel, and PowerPoint
Company
Mindlance
Mindlance is a Staffing and Recruiting company which provides multi-vertical staffing services
Founded in 1999
1001-5000 employees
H1B Sponsorship
Mindlance has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (71)
2024 (53)
2023 (37)
2022 (72)
2021 (36)
2020 (40)
Funding
Current Stage
Late StageLeadership Team
R
Rajat Paul Dhall
Co-Founder & Managing Director
V
Vik Kalra
Co-Founder and Managing Director
Recent News
2025-11-19
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2025-05-17
2025-04-14
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