Client Services Coordinator

As a Client Service Coordinator, you will play a central role in supporting both clients and advisors by ensuring a smooth, responsive, and high-quality service experience. You will work with a team to execute the service decisions made in meetings between the advisor and client including maintenance and money movement. This role requires close coordination with advisors, custodians, and external partners to resolve issues, process requests, and maintain accurate client records. This is an ideal opportunity for a detail‑oriented professional who thrives in a fast‑paced environment, takes ownership of their work, and is committed to delivering exceptional client service. Who We Are Bezou Financial Planning Group puts clients first by creating customized financial plans that fit their unique needs and goals. Our team of trusted advisors and Certified Financial Planning professionals work together to provide the insights and support needed for clients to reach their goals. With six branch locations across Louisiana and a presence in 32 states, we offer convenient, personalized service and sound financial planning for every stage of life. Join us and be part of a friendly, dynamic team that values client care and innovative financial solutions. Key Responsibilities Assist with client service items such as beneficiary distributions and settling estates. Handle routine client account maintenance items, such as processing name and address changes, bank authorizations, and responding to client queries or issues. Execute money movement and asset transfers as directed including client deposits, rollovers, withdrawals, and internal transfers while adhering to regulatory requirements and internal policies, utilizing security trading platforms such as Pershing (NetX360). Maintain client information and notes in Redtail (CRM). Assist with Required Minimum Distributions (RMDs). Follow up with vendors, product sponsors, insurance firms, and custodians for documentation or inquiries on behalf of clients and/or Financial Advisors. Other duties as assigned. Qualifications Minimum of 2 years of client service, operations, or administrative experience, preferably in wealth management or financial services. Familiarity with Pershing/NetX360, Redtail, eMoney, and Holistaplan preferred. Ability to work independently with a high degree of self‑direction and adaptability, proactively managing multiple tasks and promptly addressing client needs. Associate’s or Bachelor’s degree preferred. Excellent organizational and problem‑solving skills, with exceptional attention to detail and follow‑through. Proficiency in computer applications such as Adobe Acrobat Pro, CRM systems, and Microsoft Office Suite (Windows, Word, Excel, PowerPoint). Strong work ethic, punctuality, dependability, and professionalism. Collaboration skills and the ability to thrive in a team‑oriented culture. Maintains high ethical standards and confidentiality, exercising discretion when handling sensitive information. Outstanding interpersonal, written, phone, and email communication skills. Benefit Eligible: Group health, vision, and dental plans, 401(k) retirement with employer contribution, paid vacation and holiday hours. Opportunities for professional growth and development, including continuing education. A supportive and inclusive work environment where your contributions are valued. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. #J-18808-Ljbffr