Client Services Coordinator - Financial Operations; Onsite
Listed on 2026-11-04
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Customer Service/HelpDesk
Office Administrator/ Coordinator
North Coast Asset Management, based in Stamford, CT, seeks a Client Service Associate to work onsite in our Stamford office. The role reports to the Senior Director of Operations and collaborates with marketing and operations teams to support clients and processes.
The successful candidate will manage custodial paperwork, maintain CRM records, and resolve client account issues. Strong communication, attention to detail, and proficiency in Word/Excel are required;
Salesforce experience is a plus.
The Client Services Coordinator - Financial Operations (Onsite) role at Focus Partners Wealth is now open for applications in Stamford, CT, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Stamford, CT, United States.
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