Job Description:  

The Client Team Coordinator plays a key role helping the team deliver an exceptional experience for our clients, consultants, and prospects. This individual will be responsible for calendar and meeting logistics, CRM management, client related initiatives/projects and general team support. 

Responsibilities: 

• Coordinate and execute external and internal CST meeting logistics, including:  

• • Calendar management (both CST and I-Team presenters) 

  • Conference room logistics  

  • Meeting technology 

  • Meeting hospitality (including catering ordering, set-up, and clean-up) 

• Become Satuit power user with the ability to partner with CPMs/CPA to:  

• • Add businesses and contacts 

  • Log and update activity 

  • Ensure data integrity 

  • Execute en masse updates, clean-up projects, or other strategic initiatives 

• Provide reporting to key internal stakeholders on CST meetings and travel 

• Assist with conference registration, including sponsorship, logos, and swag (as needed) 

• Track materials sent externally via distribution lists – collect non-deliverables and make appropriate updates 

• Process CPM and I-Team travel expense reports 

• Provide administrative support to CST Senior Leaders, as needed 

• • Preparing meeting agendas 

  • Creating PowerPoint slides 

  • Coordinating external events 

  • Running standard reports  

Required Skills and Experience: 

• Two years of administrative experience, preferably for a Financial Services company 

• Strong attention to detail 

• Excellent organizational skills and demonstrated follow through 

• Demonstrated client service mentality 

• Problem solving skills, ability to identify inefficiencies and offer solutions 

• Ability to prioritize and multi-task 

• Proficiency with a CRM system 

• Proficiency with Microsoft Excel, Word, and PowerPoint  

Education Requirement: 

• Bachelor’s degree, or progress towards a Bachelor’s degree 

What we offer you:  

Joining the IR+M team is an opportunity to experience a unique and exciting culture and work environment. On a daily basis our employees are encouraged to personify our Core Values; working in a manner that emphasizes investment, respect, positivity, and motivation across the business and in delivering results for our clients.  

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.  

• Hybrid work environment allowing individuals to build strong bonds with colleagues in the office mixed with remote work capability  

• Medical, dental, vision and life insurance  

• Retirement savings – 401(k) plan with a safe harbor contribution (3%), a company discretionary contribution (12%), and a broad investment lineup  

• Tuition reimbursement up to $15,000/year  

• $5,000 Referral bonus for employees who refer new hires  

• Business-casual environment that includes the option to wear jeans  

• Generous paid time off upon hire – including 20 days of vacation, 2 wellness days, unlimited sick time plus eight paid company holidays and 2 floating days each calendar year  

• Paid volunteer time — 2 days per calendar year  

• Leave of absence programs – including paid parental and family leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)  

• Fitness, health, and composting reimbursements   

In addition to the opportunity to participate in a discretionary bonus program, the salary range below describes the estimated minimum to maximum base salary range for a position of this level. Compensation decisions are dependent on the facts and circumstances of each candidate and may vary based upon but not limited to relevant experience, licensure requirements, certifications, skill set, and other business and organizational needs.  

Base Salary Range:  

• $60,000 - $85,000 

Annual Performance Bonus:  

• This role is eligible for an annual performance-based bonus   

Expected Hours/Location:  

• Typical hours for this role are 9am – 5pm, with the opportunity to earn overtime  

• Office presence is required at least 3 days per week, with certain weeks where in-office presence will be required 4 days per week, depending on onsite meeting volume