Client Services Coordinator

$55-60k base + quarterly and annual bonus opportunities

Are you highly organized, detail-oriented, and interested in building a career in the financial services industry?

We're partnering with an established financial services firm that is looking for a Client Support Coordinator to join its growing team. This is a great opportunity for someone with administrative, client service, or operations experience who enjoys working behind the scenes to keep things moving and wants exposure to the wealth management and financial advisory space
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You’ll work closely with Financial Advisors and internal team members to support client accounts, process service requests, coordinate documentation, and ensure clients receive a consistently high level of service.

• Support Financial Advisors with day-to-day administrative and operational needs
• Prepare, process, and track new accounts, account updates, transfers, cash movements, and other service requests
• Assist with client paperwork, Docu Sign requests, account maintenance, and documentation
• Track outstanding requests and follow up to ensure items are completed accurately and on time
• Communicate with advisor teams regarding missing information, status updates, and next steps
• Help research and resolve account or operational questions
• Maintain organized and confidential client and account records
• Assist with client projects, outreach, and other service-related initiatives
• Collaborate with other support professionals to manage priorities and balance workloads
• Identify opportunities to improve internal processes and workflows

• Previous experience in administration, client support, operations, or professional services
• Financial services experience within wealth management, banking, credit unions, broker-dealers, insurance, or a similar environment is a plus
• Strong attention to detail and ability to catch missing information or potential errors
• Excellent written and verbal communication skills
• Professional, polished, and comfortable working in a client-focused environment
• Strong sense of urgency and ability to manage multiple priorities
• Reliable, proactive, and able to take ownership of responsibilities
• Comfortable working independently while collaborating with a close-knit team
• Strong Microsoft Office skills
• Bachelor's degree or relevant industry experience preferred

• Hybrid schedule: 2 days remote per week
• Salary: $52,000-$60,000 depending on experience
• Quarterly and annual bonus opportunities
• Stable organization with strong employee tenure
• Collaborative, team-oriented environment
• Regular opportunities to participate in community service events
• Excellent exposure to the wealth management industry with the potential to grow toward the client advisory side of the business

administration, client relations, coordination, office coordinator

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

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Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

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