Team Coordinator​/Client Service Sr. Associate

The Team Coordinator/Client Service Sr. Associate provides client service, operational, and administrative support to the advisory team and clients, helping ensure a consistent, high-quality client experience and effective day-to-day team operations. This role supports more complex client service and administrative responsibilities while coordinating activities across internal teams to meet client and advisor needs.

Working closely with Advisors, Wealth Planning Associates, and other internal teams, the Team Coordinator/Client Service Sr. Associate contributes to the ongoing improvement of client service and operational processes and supports the successful execution of team and firm-wide strategic initiatives (“Rocks”).

• Demonstrate strong proficiency and reliability in core responsibilities, executing work with minimal oversight, and leveraging firm technology effectively while supporting less experienced team members.
• Operate with increased autonomy by managing more complex tasks, consistently meeting deadlines, proactively identifying and resolving problems, and demonstrating initiative beyond core responsibilities.
• Continue to build experience and expand capabilities; maintaining a learning mindset as new responsibilities, skills, and challenges are introduced.

• Independently manage client service and operational responsibilities in support of Advisors, Wealth Planning Associates (WPAs), and internal teams, including more complex client transactions, account maintenance, and service-related requests.
• Coordinate new client onboarding and account setup processes, including client documentation, follow-up activities, adherence to first-year client experience standards, and maintenance of CRM workflows.
• Serve as a primary point of contact for client service and administrative needs, coordinating communication and follow-through across phone, email, and virtual interactions.
• Manage client account opening, transfers, and ongoing maintenance activities, including cashiering, transfers of assets (TOAs), systematic withdrawal plans (SWPs), periodic investment plans (PIPs), registration changes, beneficiary and trusted contact updates, and charitable gifting.
• Monitor custodial alerts and investigate and resolve operational action items, including not-in-good-order (NIGO) items and account-related exceptions, escalating more complex issues as appropriate.
• Manage client meeting preparation, scheduling, and related administrative workflows, coordinating activities across Advisors, Wealth Planning Associates, and internal teams.
• Coordinate client communications, service requests, and follow-up activities, anticipating outstanding needs and helping ensure effective resolution of client action items.
• Maintain client records, documentation, and workflow processes within firm systems and technology platforms, including CRM, client portals, and related tools.
• Coordinate client engagement and relationship-building activities, including client gifts, communications, and other client experience initiatives.
• Identify and implement improvements to client service processes, administrative workflows, and operational procedures that enhance efficiency and the client experience.
• Coordinate client service and operational projects, supporting implementation of initiatives that strengthen service delivery and team effectiveness.
• Deliver a timely, accurate, and high-quality client experience aligned with the firm's client service standards (9.5 or better).

• Consistently following through on commitments , earning trust by delivering high-quality work on time and communicating proactively when challenges arise.
• Demonstrate self-awareness by identifying strengths and development areas and communicating them effectively.
• Take ownership of development by applying feedback and continuously improving performance.
• Communicate clearly and proactively with team members and stakeholders, using sound judgment when managing more complex work.
• Collaborate effectively across the team , supporting others and contributing to overall team success.

• Demonstrated ability to work effectively in a team environment, while also managing responsibilities independently.
• Experience coordinating tasks and managing processes, with strong attention to detail.
• Client-focused approach, with a track record of meeting expectations.
• Commitment to ongoing…