Client Service Coordinator

• Deliver responsive, professional, and accurate service to clients across all communications and interactions.
• Build trusted relationships with clients and serve as a reliable resource for their account-related questions and requests.
• Coordinate client meeting preparation, follow-up, and ongoing communication in partnership with Financial Planners.
• Support clients with account access, transaction requests, and life-event needs such as estate and beneficiary matters.

• Work closely with Financial Planners, Operations staff, and the broader team to deliver a coordinated client experience.
• Communicate proactively with team members on status updates, open items, and process improvements.
• Provide back-up coverage and cross-functional support as needed, including for the Front Office Coordinator role and other Client Service Team Members.
• Contribute to a positive, collaborative team culture that reflects the firm’s purpose, vision, and values.

• Process account openings, transfers, distributions, and ongoing maintenance requests in accordance with firm policies, custodian procedures, and applicable industry regulations.
• Ensure required client documentation is complete, accurate, and properly maintained throughout the client lifecycle, following established recordkeeping and cybersecurity practices.
• Partner with custodians to resolve service issues, monitor alerts, and ensure timely, accurate completion of client requests.
• Handle client funds, account changes, and sensitive information with care.
• Maintain accurate, well-documented records in firm systems and leverage technology and workflow tools to improve efficiency, accuracy, and the overall client experience.

• Genuine commitment to delivering excellent service to both external clients and internal team members.
• Strong written and verbal communication skills with a professional, client-ready tone.
• Must exhibit a professional attitude and demeanor.
• Highly organized and detail-oriented, with the ability to prioritize and manage multiple tasks accurately.
• Integrity, sound judgment, and discretion when handling confidential information.
• Adaptable, curious, and open to learning new tools, technology, and processes.
• Collaborative team player who thrives in a small-firm, entrepreneurial environment.

• Bachelor’s degree preferably in business, marketing, or communications or have applicable related experience
• 1+ years of experience in client service (preferably in the financial services industry with an independent registered investment advisory firm)
• Proficiency in Microsoft Office, experience with CRM , and document management

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Tuition reimbursement
• Vision insurance

We Make it Easy

Founded in 1901, MRA is a nonprofit employer association that serves more than 4,000 employers, covering more than one million employees.

As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services, information, education, and resources to help build successful workplaces and a powerful workforce.

We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company, not an agency recruiter.