Service Coordinator Jobs

About The Position

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.