Client Service Coordinator Jobs

The Client Service Coordinator works directly with Financial Planners to assist with clients' wealth management and financial planning needs. The primary job responsibilities include onboarding new clients, day-to-day servicing of existing client accounts, and client communications. The Client Service Coordinator serves as a key contact person for all account-related client requests.

Responsibilities:

• Prepare for client service meetings.
• Provide ongoing support and account maintenance for clients.
• Prepare and process all paperwork for client transactions.
• Maintain client data in Salesforce CRM.
• Document and update customer records based on interactions.
• Initiate and field client service calls.
• Manage the new client onboarding process.

Skills and Experience:

• Excellent written and verbal communication skills.
• Must be organized, detail-oriented, and able to manage and prioritize tasks.
• Demonstrates a commitment to accuracy by delivering high-quality work.
• Continuously exhibit personal integrity and professional initiative.
• Possess a passion for helping new and existing clients.

Qualifications:

• Bachelor’s degree preferably in business, marketing, or communications or have applicable related experience
• 1+ years of experience in client service (preferably in the financial services industry with an independent registered investment advisory firm)
• Proficiency in Microsoft Office, experience with CRM (Salesforce preferred), and document management