Client Services Coordinator

Job Description

Job Description

Client Services Coordinator | Direct Hire | $50-65k | Philadelphia (Fishtown) | Hybrid Schedule

Our client is a client-focused financial advisory firm looking for a proactive and polished Client Services Coordinator. This role supports both the internal team and clients, helping ensure smooth day-to-day operations and exceptional service.

• Only candidates with experience in the financial services field will be considered for this role.

A Day in the life of the Client Services Coordinator :

Answer and direct incoming calls; greet clients in a professional, friendly manner

Schedule appointments and manage advisor calendars

Prepare and process client paperwork accurately

Maintain organized client files and handle sensitive documents securely

Assist with communications, follow-ups, and occasional client events

Requirements for the Client Services Coordinator :

2+ years in an administrative or client service role

Strong communication and interpersonal skills

Detail-oriented and highly organized

Proficient in Microsoft Office (Word, Excel, Outlook)

Ability to maintain confidentiality and professionalism

Why join ?

Collaborative, team-oriented environment

Hybrid schedule for better work-life balance

Opportunity to build long-term client relationships

Room for growth in a stable, respected firm

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