Investment Services Coordinator
About The Position
Drive Client Success as an Investment Services Coordinator Are you detail-driven and passionate about supporting financial growth? As an Investment Services Coordinator , you’ll play a vital role in delivering exceptional service to clients while supporting the operational side of investment planning and wealth management. What You’ll Do: 📈 Support Investment Operations – Manage administrative and back-office processes related to investment accounts, transfers, transactions, and reporting. 🤝 Enhance Client Relationships – Act as a trusted point of contact, responding to inquiries, resolving issues, and ensuring timely communication. 📋 Prepare Documentation & Reports – Assist in onboarding new clients, processing account forms, and preparing client review materials. 🔍 Ensure Accuracy & Compliance – Maintain detailed records, monitor transactions, and support compliance procedures in accordance with regulatory guidelines. 📞 Coordinate with Advisors & Custodians – Liaise between clients, financial advisors, and custodians to streamline service delivery. Who You Are: ✔ Experienced in investment services, financial administration, or client support ✔ Organized and tech-savvy, with strong attention to detail ✔ Knowledgeable in brokerage accounts, mutual funds, or retirement plans ✔ Skilled in CRM platforms and financial service tools (e.g., custodial portals, portfolio software) ✔ An excellent communicator and problem-solver Why You’ll Thrive Here: ✅ Be part of a collaborative, client-focused financial services team ✅ Gain hands-on experience in investment operations and client service ✅ Access career development and industry training opportunities ✅ Play a key role in helping clients achieve financial success 📊 Elevate Investment Experiences As an Investment Services Coordinator , you’ll bring precision, care, and excellence to every interaction—ensuring clients receive outstanding support on their financial journey. 👉 Apply today to be the trusted engine behind exceptional investment service.
Requirements
- Experienced in investment services, financial administration, or client support
- Organized and tech-savvy, with strong attention to detail
- Knowledgeable in brokerage accounts, mutual funds, or retirement plans
- Skilled in CRM platforms and financial service tools (e.g., custodial portals, portfolio software)
- An excellent communicator and problem-solver
Responsibilities
- Support Investment Operations – Manage administrative and back-office processes related to investment accounts, transfers, transactions, and reporting.
- Enhance Client Relationships – Act as a trusted point of contact, responding to inquiries, resolving issues, and ensuring timely communication.
- Prepare Documentation & Reports – Assist in onboarding new clients, processing account forms, and preparing client review materials.
- Ensure Accuracy & Compliance – Maintain detailed records, monitor transactions, and support compliance procedures in accordance with regulatory guidelines.
- Coordinate with Advisors & Custodians – Liaise between clients, financial advisors, and custodians to streamline service delivery.
Benefits
- Be part of a collaborative, client-focused financial services team
- Gain hands-on experience in investment operations and client service
- Access career development and industry training opportunities
- Play a key role in helping clients achieve financial success
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
