Client Service Coordinator

We are looking to expand our private wealth advisory team with a Client Service Coordinator specializing in managing client service workflows, delivering exceptional operational support, and ensuring a seamless experience for clients and advisors.

Essential Job Functions Include:

• Responding to client inquiries with professionalism and accuracy
• Preparing client meeting materials
• Updating client records, preferences, and service activity within the CRM
• Preparing and submitting routine client service forms
• Assisting with account openings, systematic payouts, bank instructions, and simple funds transfers
• Scheduling client and prospect meetings and maintaining calendar flow for advisors
• Supporting clients with basic technology needs, including Microsoft Teams setup and troubleshooting
• Answering incoming calls and emails and routing inquiries efficiently

Specific Experience, Knowledge, and Skills Preferred:

· Prior experience in financial services and/or bachelor’s degree in finance, economics, business, or a related field

· Strong communication skills with the ability to engage warmly and professionally with clients

· High attention to detail and accuracy when handling forms, documentation, and data entry

· Ability to manage multiple tasks, prioritize effectively, and work within established processes

· Familiarity with CRM systems (Salesforce or similar), Microsoft Office, and virtual meeting platforms

· Comfort with basic technology troubleshooting and supporting clients through simple tech challenges

· Strong organizational skills, including the ability to maintain orderly records, trackers, and workflows

· A proactive mindset with the ability to anticipate needs and support advisors and paraplanners effectively

· Ability to work well both independently and within a collaborative team environment

Starting compensation between $65,000 and $80,000 – commensurate with experience and qualifications.

Benefits: We offer competitive pay and opportunity for growth. Company benefits include medical, dental, vision, disability and life insurance, generous PTO and holiday schedule, 401(k) plan with matching, monthly chair massages, Tuesday breakfasts, and Friday lunches. We also offer a Wellness Benefit package and an auto and travel allowance benefit.

Our Products and Services: Personal financial planning for retirement, investments, wealth preservation strategies, tax management strategies, small businesses, and education funding.

Pay: $65,000\.00 \- $80,000\.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person