Client Service Coordinator

Ascend Partner Firms • Pensacola, FL

7d • Onsite

About The Position

Saltmarsh Financial Advisors is seeking a Client Service Coordinator to support their growing Investment & Wealth Advisory practice. This client-facing role involves being a familiar voice to clients, ensuring requests are handled accurately and on time, and contributing to the team's overall efficiency. The position offers an opportunity to start a career in wealth management where the work has a significant positive impact on clients' lives, their families, and their communities.

Requirements

• Strong interpersonal and communication skills, both written and verbal, with a professional and welcoming phone presence.
• Excellent organization and task management, with the ability to track multiple requests at once and follow through without being reminded.
• Strong attention to detail and comfort working with numbers and client data.
• Discretion and sound judgment when handling confidential client information.
• Proficiency with Microsoft Office Suite and the ability to learn new systems quickly.
• Willingness to work from the Pensacola office on a full-time basis.

Nice To Haves

• Bachelor’s degree in any field
• Prior experience in a client service, front office, or administrative support role.
• Exposure to financial services, wealth management, or professional services.
• Familiarity with CRM systems.

Responsibilities

• Serving as a first point of contact for clients by phone and email, handling requests professionally and following through to resolution.
• Scheduling client meetings, coordinating calendars, and preparing advisors for upcoming appointments.
• Following up with clients on outstanding items and keeping them informed on the status of their requests.
• Processing money-movement requests, including transfers, distributions, and contributions.
• Supporting new account opening, account maintenance, and beneficiary and retitling requests.
• Preparing client reports and meeting materials, including performance reports and review packets.
• Maintaining accurate client records and data within the firm’s CRM and portfolio management systems.
• Partnering with advisors, portfolio management, and compliance colleagues to keep client requests moving.
• Assisting with documentation, filing, and recordkeeping in line with firm and regulatory requirements.
• Supporting client events, mailings, and other team initiatives as needed.

Benefits

• Competitive salary
• Performance-based bonus opportunity
• Hands-on training and mentorship from experienced advisors, planners, and analysts.
• Firm-paid Continuing Professional Education and professional development support.
• Unlimited PTO.
• 11 firm-paid holidays.
• Major medical, dental, and vision insurance.
• Employer-paid life insurance.
• Long-term disability coverage.
• 401(k) with profit sharing.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level