Client Service Manager (Permanent, Full-Time)

Client Services Coordinator | Financial Services Contract-to-Hire Opportunity | Hybrid/Remote Flexibility We are partnering with a boutique financial advisory and wealth management firm seeking a Client Services Coordinator to join their team! This is an excellent opportunity for a detail-oriented, tech-savvy, and analytical professional who enjoys wearing multiple hats and is eager to gain exposure to multiple areas of financial services. The role offers extensive hands-on training, long-term growth potential, and the opportunity to take on increasing responsibility within a close-knit team. Employment Type: Long-term contract with potential for permanent conversion Initially onsite for training, with the potential to transition to a predominantly remote schedule Experience: Open to recent graduates with strong internship experience or professionals with relevant administrative, operational, or financial services experience Support daily operations across client service, investment reporting, accounting, and administrative functions. Prepare client reports, account summaries, investment presentations, and other financial materials. Build and maintain Excel spreadsheets, utilizing formulas to organize and analyze financial data. Assist with client account documentation, forms, fund transfers, and other service requests. Review invoices, reconcile accounts, and support basic accounts payable and receivable functions. Compile and analyze investment information, including account positions, asset allocations, and stock data. Utilize financial technology platforms, including Morningstar and proprietary internal systems. Coordinate with external service providers and support client communications. Learn and assist with regulatory compliance reporting and related processes. Bachelor's degree preferred. Experience or internships in financial services, wealth management, banking, accounting, or a related field preferred, but not required. Strong intermediate Excel skills required, including the ability to build spreadsheets from scratch and confidently use formulas. Working knowledge of basic accounting principles, including AP/AR, debits and credits, and account reconciliations. Strong technical aptitude and the ability to quickly learn new software and systems. Excellent organizational skills, attention to detail, and ability to manage competing priorities. Comprehensive Training: Work directly with an experienced team member who will provide extensive hands-on training and mentorship. Broad Exposure: Gain experience across wealth management, investments, accounting, client service, technology, and compliance. Career Growth: Opportunity to take on greater ownership and responsibility, with potential for permanent employment. Flexibility: Opportunity for a predominantly remote schedule following the initial training period.