Office Coordinator​/Client Service Associate– Wealth Management

Overview

The Office Coordinator / Client Service Associate provides administrative, operational, and client service support within a professional wealth management environment. This role serves as a key point of contact for clients while supporting financial advisors through efficient office coordination, account administration, and proactive service.

• Answer and manage incoming calls professionally and courteously.
• Serve as a trusted point of contact for clients, maintaining strong, long-term relationships.
• Manage client communications, follow-ups, and service requests with professionalism and efficiency.
• Coordinate advisor schedules, client appointments, and meeting logistics.
• Welcome clients and visitors and maintain a polished office environment.
• Prepare reports, presentations, correspondence, and marketing materials.
• Assist with client meeting follow-up by entering detailed meeting notes and updates into the firm’s CRM and internal systems.
• Process client transactions including account openings, transfers, and beneficiary updates.
• Assist with onboarding new clients and providing online account access support.
• Maintain accurate client records and document all interactions in the CRM system.
• Support advisors with meeting preparation and presentation materials.
• Collaborate with team members to improve workflows and operational procedures.
• Be an active participant and promoter of a positive, fun, team focused, client-centered, community minded firm culture.

• Bachelor’s degree preferred; several years of work experience in a similar role can substitute.
• 2+ years of client service or administrative experience preferred; a degree in finance, accounting, legal services, economics, or certified financial planner or paraplanner education can substitute.
• Strong communication and interpersonal skills.
• Professional demeanor and commitment to concierge client service for high net worth families.
• Proficiency in Microsoft Office Suite and expertise in Excel, PowerPoint, Word, and Outlook.
• Strong organization and attention to detail.
• Positive attitude required and growth mindset preferred.
• Significant career and growth potential for the right team member.