Client Services and Relationship Coordinator
Listed on 2026-06-26
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Administrative/Clerical
Office Administrator/ Coordinator
Client Services and Relationship Coordinator
Join an established, locally owned financial planning and investment firm where building relationships is key. Financial Solutions and Investments is seeking a friendly, organized, and detail-oriented Client Services and Relationship Coordinator to become an important part of our team. This position offers the opportunity to work directly with clients and support a Financial Advisor in helping individuals and families pursue their financial goals.
If you enjoy helping people, thrive in a professional office environment, and take pride in providing exceptional service, we would love to hear from you.
- Provide excellent client service by answering incoming phone calls and assisting clients
- Welcome clients and visitors in a warm, professional manner
- Schedule appointments and maintain advisor calendars
- Prepare applications, forms, account paperwork, and account maintenance requests
- Enter and maintain client information in CRM systems
- Scan, organize, and maintain electronic files and records
- Assist with office projects and administrative tasks as assigned
- Contact existing clients regarding paperwork and service requests
- Support daily office operations and help create an outstanding client experience
- Excellent verbal and written communication skills
- Strong organizational skills and attention to detail
- Proficiency with Microsoft Office programs
- Accurate data entry and keyboarding skills
- Ability to work independently and manage multiple priorities
- Positive attitude and professional appearance
- Competitive compensation
- Retirement plan
- Paid vacation
- Paid holidays
- Friendly and supportive work environment
- Stable, established business with a strong reputation in the community
- Opportunity to learn and grow within the financial services industry
Full-Time 30-hour work week
Compensation will be based on experience and qualifications. Career Advancement opportunities available.
To apply, please submit your cover letter and resume to:
mary@financi
or mail to:
Financial Solutions and Investments LLC
1608
E. Hoffer Street
Kokomo, IN 46902
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