Client Service Coordinator

Compensation
: $49,000 - $63,000 annually

Our client is an established organization within the financial services industry that supports financial advisors and client service teams through a shared services model. They are seeking a detail-oriented and client-focused Client Services Coordinator to support day-to-day operational and administrative activities. This is a non-licensed role ideal for someone who thrives in a fast-paced, service-driven environment and is open to obtaining licensing in the future if needed.

The Client Services Coordinator plays a key role in ensuring smooth client interactions and efficient internal workflows while supporting financial advisors, client service managers, and clients.

• Coordinating daily workflow with financial advisors and client service managers within a shared service pool
• Serving as backup support to the front desk as needed
• Managing service calls and client communications with professionalism
• Maintaining accurate client records and account information using Salesforce or a similar CRM system
• Preparing, submitting, and tracking client forms and applications
• Monitoring and tracking pending asset transfers, transactions, and money movements
• Managing alerts and completing assigned workflows in a timely manner
• Updating client profiles and financial data to ensure accuracy and compliance
• Handling signature processes and document tracking
• Preparing and processing financial forms such as tax withholding, beneficiary changes, and wires
• Running reports and assisting with client outreach initiatives
• Supporting new client onboarding and CRM data management
• Submitting new business applications and monitoring pending transactions
• Assisting with additional tasks and projects as needed

Required

• Minimum 2 years experience in a project management, account management, customer service, or client relationship support role
• Strong ability to multitask in a fast-paced environment while maintaining attention to detail
• Clear, professional written and verbal communication skills, including professional phone etiquette
• Strong analytical skills with the ability to interpret data and manage detailed records accurately
• Ability to follow compliance guidelines and support advisor practices
• Willingness to learn, grow in the role, and obtain licensing in the future if required

Preferred

• Experience working within the financial services industry
• Familiarity with Salesforce or other CRM platforms
• Experience supporting financial advisors, client service managers, or client service operations

Our client company offers a variety of benefits including Health, Life and LTD insurance, Vision, dental, short-term disability, PTO, 401k, and financial planning services.