Relationship Coordinator
About The Position
A client-focused professional services organization is seeking a motivated and detail-oriented Relationship Coordinator to support advisors, operations, and client engagement efforts. This role is ideal for someone who enjoys building strong relationships, managing details, and serving as a key point of coordination between clients and internal teams. The Relationship Coordinator plays an essential role in ensuring smooth client interactions, accurate documentation, and timely follow-up, while developing skills for long-term growth within a relationship management career path.
Requirements
- Associate degree preferred, or 1-3 years of relevant administrative or client support experience
- Strong organizational, analytical, and problem-solving skills
- Excellent written and verbal communication abilities
- Professional, client-focused interpersonal skills with the ability to build rapport at all levels
- Ability to manage multiple priorities and meet deadlines
- High standards of professionalism, ethics, and confidentiality
- Proficiency with Microsoft Word and Excel; familiarity with CRM or financial platforms preferred
- Comfortable working independently while collaborating within a team environment
- Ability to perform basic calculations, including percentages and financial data
- Willingness to obtain required licenses (Life, Accident & Health; SIE; Series 7; Series 63) within the first year
- Backgrounds in accounting, finance, economics, mathematics, or related fields are a plus
Nice To Haves
- Interest in pursuing additional professional designations encouraged
Responsibilities
- Attend client meetings alongside advisors, capturing detailed notes and supporting meeting flow
- Complete post-meeting follow-up, including case notes and coordination with internal teams
- Serve as a liaison between clients and advisors, assisting with follow-up communication and relationship building
- Maintain and update client information within the CRM system to ensure accuracy and accessibility
- Provide administrative and operational support to advisory and operations teams
- Assist with account openings, client reporting, and preparation of meeting materials
- Participate in weekly and monthly team and management meetings
- Develop skills aligned with advancement into a Client Relationship Manager role
- Complete additional projects and duties as assigned
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
