OverviewA small, established wealth management firm is seeking a Client Service Coordinator to support client relationships and day-to-day operations. This role works closely with senior leadership and a collaborative team in a highly relationship-driven environment.What You'll Do

Serve as a primary point of contact for client inquiries and ongoing communication
Support senior leadership by managing client needs and maintaining strong relationships
Coordinate account-related requests using financial platforms
Assist in preparing client materials and supporting service initiatives
Handle general office responsibilities including supplies, scheduling, and event coordination

Role Breakdown

80% Client Service
20% Administrative / Office Support

What We're Looking For (Must-Have)

Experience in wealth management, RIA, or broker-dealer environment
Familiarity with platforms such as Schwab, Fidelity, or similar
Basic understanding of investment accounts (including Roth accounts)
Working knowledge of SEC guidelines and compliance awareness
Proficiency in Excel, Microsoft Office, and CRM systems
Strong communication skills and attention to detail

Additional Details

In-office role (5 days/week initially; flexibility may be offered after year one)
Core hours aligned with market hours
Compensation range: $65K-$80K, depending on experience

Why This Role

Tight-knit team environment with long-tenured employees
Opportunity to work closely with leadership and gain exposure to client strategy
Growth potential within a stable and relationship-focused firm

#IND3

Client Service Coordinator

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