Operations & Client Service Coordinator

We are a growing financial planning practice seeking a highly organized, detail-oriented professional to help support the operational and client service side of the business.

This role is ideal for someone who genuinely enjoys creating structure, keeping things organized, following through consistently, and making sure nothing falls through the cracks.

This is not a sales role. It is an operations and client experience role focused on execution, coordination, communication, and workflow management.

What You’ll Do

Client Service & Communication

• Coordinate client onboarding and follow-up processes
• Communicate with clients regarding documents, scheduling, and next steps
• Help create a smooth and professional client experience

Operations & Workflow Management

• Track tasks, deadlines, and workflow progress
• Maintain accurate CRM records and client files
• Coordinate paperwork and operational processes
• Ensure operational steps are completed accurately and on time

Administrative Support

• Calendar coordination and appointment confirmations
• Organize internal systems and documentation
• Support ongoing operational improvements and team efficiency

What We’re Looking For

The ideal candidate is:

• Highly organized and detail-oriented
• Strong at follow-through and task management
• Proactive and dependable
• Calm under pressure and able to manage multiple moving pieces
• Comfortable working within structured systems and processes
• Professional in communication and presentation

This role is best suited for someone who enjoys operational ownership and takes pride in helping things run smoothly behind the scenes.

Preferred Backgrounds

Experience in one or more of the following is strongly preferred:

• Financial services
• Insurance or banking operations
• Executive/administrative support
• Legal assistant or paralegal work
• Healthcare administration
• Operations coordination

Compensation

• Competitive salary based on experience
• Expected range: approximately $40,000–$58,000
• Performance-based bonus opportunities available

What Success Looks Like in This Role

• Workflows move forward consistently
• Clients feel supported and communicated with
• Details are handled accurately
• Nothing falls through the cracks
• The team operates more efficiently because of your support