Client Service Coordinator

Client Service Coordinator

Investment & Wealth Advisory | Pensacola, FL | Full-Time

Saltmarsh Financial Advisors is a client-focused Registered Investment Advisor managing approximately $400 million in assets for organizations, individuals, and families. Our team of experienced and credentialed professionals delivers comprehensive wealth management services. This includes investment management, financial planning, estate planning coordination, and tax strategy consultation. We pride ourselves on our fiduciary standard, transparent fee structure, and commitment to long-term client relationships.

We improve our clients' lives and the work we do has enormous positive impacts. These results benefit not only our clients, but in many cases the next generation and their communities as well.

Start your career where the work matters. We improve our clients' lives and the work we do has enormous positive impacts. These results benefit not only our clients, but in many cases the next generation and their communities as well.

Saltmarsh's Investment & Wealth Advisory practice is growing, and we are looking for a Client Service Coordinator to support our advisors and the individuals and families they serve. This is a client-facing role from day one. You will be a familiar voice to our clients, the person who makes sure requests are handled accurately and on time, and a key part of how the team runs.

Organized, energetic, and personable with a desire to begin your career in wealth management. You have keen communication skills that allow you to understand the needs of clients and team members fully. You naturally seek opportunities to provide value and support to those around you before the need is recognized, or assistance is requested. You take immense pride in your work.

You are an overachiever!

• Serving as a first point of contact for clients by phone and email, handling requests professionally and following through to resolution.
• Scheduling client meetings, coordinating calendars, and preparing advisors for upcoming appointments.
• Following up with clients on outstanding items and keeping them informed on the status of their requests.

• Processing money-movement requests, including transfers, distributions, and contributions.
• Supporting new account opening, account maintenance, and beneficiary and retitling requests.
• Preparing client reports and meeting materials, including performance reports and review packets.
• Maintaining accurate client records and data within the firm's CRM and portfolio management systems.

• Partnering with advisors, portfolio management, and compliance colleagues to keep client requests moving.
• Assisting with documentation, filing, and recordkeeping in line with firm and regulatory requirements.
• Supporting client events, mailings, and other team initiatives as needed.

• Strong interpersonal and communication skills, both written and verbal, with a professional and welcoming phone presence.
• Excellent organization and task management, with the ability to track multiple requests at once and follow through without being reminded.
• Strong attention to detail and comfort working with numbers and client data.
• Discretion and sound judgment when handling confidential client information.
• Proficiency with Microsoft Office Suite and the ability to learn new systems quickly.
• Willingness to work from the Pensacola office on a full-time basis.

• Bachelor's degree in any field - we have team members with backgrounds from finance to the arts and everything in between. No specific major is required.
• Prior experience in a client service, front office, or administrative support role.
• Exposure to financial services, wealth management, or professional services.
• Familiarity with CRM systems.

• A competitive salary and performance-based bonus opportunity.
• Hands-on training and mentorship from experienced advisors, planners, and analysts.
• Firm-paid Continuing Professional Education and professional development support.
• Unlimited PTO.
• 11 firm-paid holidays.
• Major medical, dental, and vision insurance.
• Employer-paid life insurance.
• Long-term disability coverage.
• 401(k) with profit sharing.

This role is based in Saltmarsh's Pensacola office and is full-time in office. Saltmarsh maintains offices in Pensacola, Tampa, and Orlando.