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Part-Time Wealth Client Services Coordinator
Job in
Mystic, New London County, Connecticut, 06355, USA
Listed on 2026-08-08
Listing for:
Sound Portfolio Advisors
Part Time
position Listed on 2026-08-08
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Clerical -
Customer Service/HelpDesk
Office Administrator/ Coordinator, Clerical
Job Description & How to Apply Below
Sound Portfolio Advisors in Mystic, CT is seeking a part-time, on-site Client Services Coordinator to support two advisors. You will be the primary client contact, respond to inquiries, schedule meetings, and ensure timely follow-up.
Responsibilities include preparing client paperwork, maintaining records, coordinating account openings and transfers, and assisting with routine office administration. You will manage calls and emails, support client reports and meeting materials, and help deliver
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