Our Client Centers allow our banking teams to welcome their clients and conduct business in a sophisticated and secure environment. We are responsible for ensuring that guests and visitors have a first-class experience from the time they enter until the time they leave.
As the Client Center Coordinator in the Private Bank, you will assist in leading the day-to-day operations of the Client Center. You will work in a complex, team-oriented, and fast-paced environment with bankers, product partners, and operations teams (e.g. facilities, building security, etc). Your role will involve managing the Client Center reservation books, overseeing daily meetings and events, implementing and developing protocols, liaising with catering partners and staff, and managing financials.
Job responsibilities
· Manage the Client Center reservation books, including reporting and metrics
· Oversee Client Center’s daily meetings and events
· Implement, develop, and follow Client Center protocols and procedures (meet and greet, security protocols, catering set-up, client management)
· Liaise with catering partners and any applicable back-of-house staff
· Survey client experience and propose solutions based on feedback as needed
· Understand food prep and health and safety rules, regulations, and best practices
· Liaise with staff on various administrative tasks such as, but not limited to, invoice processing, scheduling maintenance calls with vendors and order kitchen, event and office supplies, among others
· Flexibility to occasionally work early mornings or late evenings as needed
Required qualifications, capabilities, and skills
· Bachelor’s degree preferred
· 3+ years of hospitality and/or administrative experience; event planning, catering, membership club, or hotel experience required
· Excellent time management and written/ verbal communication skills
· Proficiency in Excel, PowerPoint and Word
· Ability to work flexible hours and meet deadlines
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