Client Support Coordinator – Financial Services Company with a 4.8 on Glassdoor!

#twiceasnice Recruiting•Cincinnati, OH

2d•Onsite

About The Position

Our client, a privately held financial services firm, is looking for a Client Support Coordinator to join their Cincinnati-area office. This role supports an investment team with a mix of administrative work, client communication, and account-related tasks, often involving sensitive information and tight timelines. The environment is fairly tech-driven, so being comfortable learning new systems and working across digital tools is important. They’re looking for someone who is organized, detail-oriented, and able to manage multiple priorities, take direction well, and work closely within a team-oriented environment. While financial services experience is a plus, candidates from other professional services environments with strong systems and client support experience can ramp up quickly. The organization is deeply rooted in service, balancing strong performance with a genuine commitment to doing right by both clients and employees. With a 4.8 Glassdoor rating and consistent recognition for workplace culture, this is an excellent opportunity for someone who brings a thoughtful, organized approach and thrives in a collaborative, client-focused, and evolving environment.

Requirements

3 years of office-based client support experience required
Experience in a professional services environment required (e.g., financial services, banking, legal, accounting, etc.)
Strong technical aptitude with comfort learning new technologies required
CRM or ERP experience required
Ability to work onsite required

Nice To Haves

Financial services experience is a plus

Responsibilities

Develop and maintain a working knowledge of client accounts
Act as a point of contact for client communications via phone and email
Prepare and process new account openings using digital tools (e.g., e-signature)
Coordinate account transfers, distributions, and maintenance requests
Draft correspondence and prepare documentation for clients and financial institutions
Process financial transactions (ACH, wires, etc.)
Maintain and update CRM systems and client records with a high level of accuracy
Serve as a liaison between internal teams and external financial institutions
Support preparation and distribution of client materials, including quarterly reports
Assist with special projects such as client events and team initiatives
Schedule meetings and manage calendars using digital tools
Participate in ongoing training and adapt to new systems and workflows