Client Services Coordinator

About the Role

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 eager to build broad experience across client service, investment operations, reporting, accounting, technology, and compliance. The ideal candidate is a quick learner, 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.

Key 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.

Requirements & Tech Stack

• 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.

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.