Client Services Coordinator

Artemis Solutions is partnering with a respected wealth management firm to find a Client Services Coordinator who will play a key role in delivering an exceptional client experience.

This position is ideal for someone who enjoys working with people, thrives in a professional environment, and takes pride in creating a welcoming and organized office experience. You will be the first point of contact for clients
, helping ensure every interaction reflects the firm’s high standards of service and professionalism.

If you are detail-oriented, dependable, and enjoy supporting a team while providing outstanding client service, this could be a great opportunity to grow your career within the financial services industry.

• Serve as the first point of contact for clients both in person and by phone
• Greet clients warmly and ensure every visit is professional and welcoming
• Manage incoming calls and route client requests appropriately
• Coordinate and schedule appointments, including calendar management for the President/CEO
• Prepare meeting spaces and ensure clients feel comfortable during their visit
• Maintain an organized, polished front office environment

• Provide administrative support to advisors and internal staff
• Maintain accurate client records within the firm’s CRM system
• Assist with document preparation, scanning, and filing
• Prepare materials for client meetings and presentations
• Monitor and order office supplies
• Support daily office operations to ensure efficiency and organization

• Assist with scanning, sorting, and organizing tax documentation
• Support administrative processes related to tax return preparation
• Maintain accuracy and attention to detail during high-volume periods

• High school diploma required;
  Associate’s or Bachelor’s degree preferred
• Previous experience in administrative support or client service roles
• Financial services or professional office experience is a plus
• Experience with CRM systems preferred
• Ability to learn and utilize tax software systems

• ✔ Excellent customer service (in person and phone)
• ✔ Strong communication and interpersonal skills
• ✔ High attention to detail
• ✔ Ability to multitask in a fast-paced environment
• ✔ Professionalism and discretion with confidential information
• ✔ Dependable, proactive, and organized

💰 Salary Range: $50,000-$60,000 based on experience

🏖️ 4 weeks of PTO plus paid holidays

📈 Retirement Plan with Company Match

📚 Career growth within a well-established wealth management firm

🤝 Supportive, team-oriented culture

Monday – Thursday: 8:00 AM – 4:30 PM

Friday: 8:00 AM – 1:00 PM

If you're ready to embark on a fulfilling journey with a supportive team dedicated to excellence and work-life balance, apply now to become part of our growing family at Artemis Solutions. Your future awaits in the vibrant city of Danville, where professional success and personal fulfillment converge!

To learn more, please contact Artemis Solutions directly
. All inquiries will remain confidential.