Client Services Coordinator

We are seeking a highly organized, tech-savvy, and analytical Client Services Coordinator to join a growing financial advisory team. This is a dynamic, hands-on opportunity for someone who enjoys wearing multiple hats and is eager to build broad experience across client service, investment operations, reporting, accounting, technology, and compliance.

The ideal candidate is a quick learner who is highly comfortable with technology, confident working in Excel, and able to manage multiple priorities in a fast-paced, client-focused environment. This role offers significant hands-on training and exposure to many aspects of the business, making it an excellent opportunity for someone looking to build a long-term career within financial services or wealth management.

Responsibilities

• Support the day-to-day operations of the financial advisory business, working across client service, reporting, investment operations, accounting, and general office functions.


• Prepare daily and periodic client reports, account summaries, presentations, and other financial materials.


• Run reports detailing client positions, account activity, asset allocations, and investment information.


• Compile and organize financial and investment data with a strong focus on accuracy and attention to detail.


• Build and maintain Excel spreadsheets from scratch, utilizing formulas to organize, analyze, and present financial information.


• Assist with client requests, including account documentation, forms, money movement, and other operational needs.


• Serve as a key operational liaison with the firm's broker-dealer and outside service providers.


• Review invoices, reconcile accounts, and assist with basic accounts payable/accounts receivable functions.


• Review banking information and apply a working understanding of debits, credits, and basic accounting principles.


• Utilize investment and financial technology platforms, including Morningstar and proprietary internal systems.


• Assist with investment-related reporting, including reviewing stocks, rankings, client holdings, and model recommendations.


• Support office and workflow management while balancing multiple competing priorities and deadlines.


• Assist with client communications and ensure requests are handled accurately and efficiently.


• Learn and eventually support monthly FINRA compliance processes and related reporting.


• Identify opportunities to leverage technology and emerging tools to improve efficiency, reporting, communication, and workflow automation.


• Handle additional administrative and operational projects as needed.

Qualifications

• Bachelor's degree preferred.


• Open to candidates with early-career professional experience or recent graduates with strong, substantive internship experience.


• Prior experience or internships within financial services, wealth management, investment management, banking, accounting, or a related environment is highly desirable.


• Strong Excel skills are essential, including the ability to create spreadsheets from scratch and confidently work with formulas.


• Working knowledge of basic accounting concepts, including AP/AR, reconciliations, debits, credits, and financial statements.


• Advanced proficiency with modern workplace technology, including Microsoft OneNote, OneDrive, cloud-based systems, and collaboration tools.


• Highly comfortable learning new software and navigating multiple technology platforms.


• Interest in emerging technologies and AI tools that can improve productivity, reporting, and workflow efficiency.


• Exceptional organizational skills with the ability to manage multiple priorities simultaneously.


• Strong attention to detail and commitment to producing accurate work in a deadline-driven environment.


• Resourceful and able to independently locate information and solve problems.


• Strong written and verbal communication skills.


• Ability to learn quickly through hands-on training and adapt to changing priorities.


• Desire to grow professionally and take on increasing levels of responsibility.