虚拟执行助理 / 客户服务协调员
Virtual Executive Assistant / Client Services Coordinator
公司简介
一家由财务顾问领导的精品财务咨询机构，为个人客户提供财富管理、财务规划和投资指导服务。该公司与一家更大的金融服务组织合作，并正在为未来几个月的持续增长做准备。
职位简介
公司正在招聘一名专职的虚拟行政助理/客户服务协调员作为第一联系人。该职位将负责接听来电，协助简单的日程安排和日历任务，并在机构成长过程中帮助保持业务的有序运作。
目前来电量较少，因此该职位还将包括对现有客户的外拨跟进电话和邮件，以及支持定期的虚拟团队会议和客户网络研讨会。
这是一个长期的、以关系为基础的职位。目标是让一位固定的人员逐渐被机构及其客户所熟悉，而不是轮换的电话服务。
主要职责
- 作为第一联系人专业地接听来电，从2026年10月开始
- 仅对现有客户进行简单的外拨电话，不涉及冷呼叫
- 使用AI工具如Claude、ChatGPT或Copilot协助起草回复，发送并回应现有客户的跟进邮件
- 管理客户会议的日程安排和日历协调
- 简短加入Zoom/Teams会议（5-10分钟），在将客户转交给顾问前进行介绍
- 支持每周的内部团队Zoom会议
- 每两周设置并协助运行一次客户网络研讨会
- 处理轻量级的行政和数据录入任务，包括更新CRM记录
- 通过WhatsApp、Teams或聊天工具与团队沟通日常任务更新
技能与工具
- 至少3年在客户服务、行政助理、前台或接待岗位的相关经验
- 有冷呼叫或销售经验者优先，尽管此职位不涉及冷呼叫
- 熟悉VoIP/电话系统，如OpenPhone/Quo或PhoneBurner
- 了解Zoom和Microsoft Teams
- 熟悉使用AI工具如Claude、ChatGPT和Copilot
- 电话沟通清晰且专业
- 有金融服务经验者优先，但非必需
- 值得信赖、有条理且注重细节
- 能够适应逐步增加的责任，包括客户日程安排和CRM访问权限
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Company Overview
A boutique financial advisory practice led by a financial advisor serving individual clients with wealth management, financial planning, and investment guidance. The firm operates in partnership with a larger financial services organisation and is preparing for continued growth over the coming months.
Role Overview
The firm is hiring a dedicated Virtual Executive Assistant / Client Services Coordinator to be the first point of contact. This person will answer inbound phone calls, support light scheduling and calendar tasks, and help keep the practice organised as it grows.
Call volume is currently light, so the role will also include outbound follow-up calls and emails to existing clients, along with support for recurring virtual team meetings and client webinars.
This is a long-term, relationship-based role. The goal is to have one consistent person that the practice and its clients can get to know over time, rather than a rotating phone service.
Key Responsibilities
- Answer inbound phone calls professionally as the first point of contact, starting October 2026
- Make light outbound calls to existing clients only — never cold calling
- Send and respond to follow-up emails with existing clients, using AI tools such as Claude, ChatGPT or Copilot to help draft responses
- Manage scheduling and calendar coordination for client meetings
- Join Zoom/Teams calls briefly (5–10 minutes) to introduce clients before handing off to the advisor
- Support the weekly internal team Zoom meeting
- Set up and help run client webinars approximately every two weeks
- Handle light administrative and data-entry tasks, including keeping CRM records updated
- Communicate with the team via WhatsApp, Teams or chat for day-to-day task updates
Skills & Tools
- Minimum 3 years of relevant experience in customer service, EA, front-desk or receptionist roles
- Prior cold-calling or sales experience is a strong plus, although this role does not involve cold calling
- Comfortable using VoIP/phone systems such as OpenPhone/Quo or PhoneBurner
- Working knowledge of Zoom and Microsoft Teams
- Comfortable using AI tools such as Claude, ChatGPT and Copilot
- Clear and professional phone manner
- Financial services experience is a plus but not required
- Trustworthy, organised and detail-oriented
- Comfortable working towards increased responsibility, including client scheduling and CRM access
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