Client Service Associate

Job Description

Job Title: Client Service Coordinator

Role Summary

As a Client Service Coordinator, you are the backbone of our client experience. Working closely with our Senior Associate and Financial Advisors, you will handle the day-to-day administrative tasks that keep our office running smoothly and our clients happy.

What You’ll Do

• Client Support: Act as the first point of contact. You’ll answer phones, schedule appointments, and send professional follow-up correspondence.

• Meeting Prep: Prepare paperwork for client meetings and ensure all post-meeting notes are documented.