Client Service Coordinator - Wealth Management
About The Position
G Squared Private Wealth is a $2 billion AUM independent financial advisory firm dedicated to delivering comprehensive wealth management solutions to our clients. Located in the heart of College Station, TX, we pride ourselves on a client-first culture, operational excellence, and a collaborative team environment where every member of the team plays a meaningful role in our clients' financial lives. We are seeking a detail-oriented and proactive Financial Analyst/Client Service Coordinator to support our advisory team in delivering an exceptional client experience. This role sits at the intersection of client service, operations, and financial advising support - and is ideal for someone who thrives in a fast-paced environment, takes ownership of their work, and is eager to grow within the wealth management industry.
Requirements
- Strong proficiency in Microsoft Excel and experience building functional spreadsheets.
- Exceptional organizational skills and attention to detail, with the ability to manage multiple priorities simultaneously.
- Strong written and verbal communication skills.
- A team-first mindset with a willingness to step in wherever the team needs support.
Nice To Haves
- Bachelor's degree in Finance, Business, Economics, or a related field.
- 1–3 years of experience in financial services, wealth management, or a related client-facing role; recent graduates with strong internship experience will be considered.
- Familiarity with industry platforms such as Orion, Wealthbox, and eMoney.
Responsibilities
- Prepare materials for client meetings, including Orion reports and relevant account summaries.
- Document meeting notes and action items, and ensure all follow-up tasks are tracked and completed on schedule.
- Maintain and update client records in Wealthbox, ensuring notes, tasks, and review schedules remain current and compliant.
- Manage and distribute daily cash runs and monitor fixed income maturity schedules.
- Track annuity and life insurance policies, pull statements as needed, and maintain accurate records.
- Build and maintain spreadsheets to support reporting, analysis, and advisor workflow.
- Input and update client financial data in eMoney to support advisors in planning and review preparation.
- Assist Client Associates with service items and ad hoc projects as business needs arise.
- Serve as a point of contact for client inquiries, including requests for tax documents, statements, and account information, ensuring timely and professional responses.
- Cover incoming phone calls and direct client communication as needed, particularly when advisors are in meetings.
- Assist with client onboarding, including gathering documentation and coordinating account setup.
Benefits
- Base salary of $45,000 – $55,000, commensurate with experience.
- Health, dental, and vision insurance.
- Retirement plan with employer matching contribution.
- Paid time off and holidays.
- Licensing sponsorship and ongoing professional development support.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
11-50 employees
