Project Coordinator

Senior Service Support Specialist / Project Coordinator

We are seeking a highly organized and client-focused professional to join our team as a Senior Service Support Specialist / Project Coordinator. This role sits at the intersection of client service, operations, and project coordinationsupporting financial advisors, internal stakeholders, and client initiatives while ensuring a seamless, high-quality service experience.

This is an excellent opportunity for someone who thrives in a fast-paced environment, enjoys multitasking, and is passionate about delivering exceptional service while supporting key business initiatives.

Key Responsibilities

• Serve as a primary point of contact for incoming inquiries via phone and written communication from clients, advisors, and internal partners
• Provide accurate, timely, and complete responses while delivering a high-quality client experience
• Partner with Financial Advisors to support business plans and execute against a defined client service model
• Perform daily administrative and operational tasks including calendar management, travel coordination, expense reporting, and meeting logistics
• Maintain and organize documentation, files, and records
• Support multiple projects simultaneously by coordinating tasks, tracking progress, and ensuring deadlines are met
• Assist with intake of new requests, including gathering requirements and organizing workflows
• Help evaluate and prioritize requests to support advisor decision-making
• Ensure effective communication and alignment across stakeholders and project teams
• Monitor project milestones and proactively address potential risks or delays
• Assist with maintaining marketing materials, including digital and social media content
• Support client event planning, seminars, and advisor engagement initiatives
• Contribute to internal initiatives and business improvement efforts
• Actively participate in training programs, professional development, and ongoing education
• Stay current on policies, procedures, systems, and firm capabilities
• Maintain knowledge of tools and platforms to effectively support clients and advisors

What Success Looks Like

• Effectively managing multiple priorities in a fast-paced environment
• Consistently meeting key deadlines and deliverables
• Delivering a positive and seamless experience for advisors and clients
• Demonstrating strong collaboration and communication across teams

Qualifications

• High school diploma required; bachelor's degree preferred
• Prior experience in customer service, operations, or administrative support
• Experience coordinating tasks or supporting projects is a plus
• Financial services experience is a plus but not required
• Proficiency in Microsoft Office (Excel, Word, Outlook); Salesforce experience is a plus
• Strong typing and computer skills

Key Skills

• Excellent verbal and written communication
• Strong interpersonal and client service skills
• High attention to detail and organizational ability
• Ability to multitask and manage competing priorities
• Sound judgment, problem-solving, and conflict resolution skills
• Adaptability and comfort in a fast-changing environment
• Collaborative mindset with a proactive, resourceful approach

Work Environment

• Onsite role with flexibility for one remote day per week
• Flexible working hours based on team and business needs
• Initial project duration of approximately 6 months

Interview Process

• Two rounds:
  • Initial interview with hiring leader
  • Final interview with team for introduction and alignment

Why Join Us

You'll play a critical role supporting both client service delivery and internal business operationsgaining exposure to advisors, projects, and strategic initiatives while building valuable skills in a collaborative environment.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.