Client Services Coordinator

Job Description

Client Services Coordinator | Financial Services

Contract-to-Hire Opportunity | Hybrid/Remote Flexibility

Location: Chicago, IL (Loop)

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.

Position Details:

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• Compensation: $24/hour
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• Employment Type: Long-term contract with potential for permanent conversion
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• Schedule: Initially onsite for training, with the potential to transition to a predominantly remote schedule
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• Experience: Open to recent graduates with strong internship experience or professionals with relevant administrative, operational, or financial services experience
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Key Responsibilities

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• Support daily operations across client service, investment reporting, accounting, and administrative functions.
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• Prepare client reports, account summaries, investment presentations, and other financial materials.
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• Build and maintain Excel spreadsheets, utilizing formulas to organize and analyze financial data.
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• Assist with client account documentation, forms, fund transfers, and other service requests.
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• Review invoices, reconcile accounts, and support basic accounts payable and receivable functions.
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• Compile and analyze investment information, including account positions, asset allocations, and stock data.
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• Utilize financial technology platforms, including Morningstar and proprietary internal systems.
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• Coordinate with external service providers and support client communications.
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• Learn and assist with regulatory compliance reporting and related processes.
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• Identify opportunities to improve workflows and operational efficiency through technology.
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Qualifications

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• Bachelor's degree preferred.
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• Experience or internships in financial services, wealth management, banking, accounting, or a related field preferred, but not required.
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• Strong intermediate Excel skills required, including the ability to build spreadsheets from scratch and confidently use formulas.
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• Working knowledge of basic accounting principles, including AP/AR, debits and credits, and account reconciliations.
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• Strong technical aptitude and the ability to quickly learn new software and systems.
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• Excellent organizational skills, attention to detail, and ability to manage competing priorities.
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• Resourceful, proactive problem-solver who is comfortable working independently.
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• Strong written and verbal communication skills.
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• Eagerness to learn, take initiative, and grow professionally.
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Why This Opportunity?

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• Comprehensive Training: Work directly with an experienced team member who will provide extensive hands-on training and mentorship.
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• Broad Exposure: Gain experience across wealth management, investments, accounting, client service, technology, and compliance.
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• Career Growth: Opportunity to take on greater ownership and responsibility, with potential for permanent employment.
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• Collaborative Environment: Join a small, established team where your contributions will have a meaningful impact.
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• Flexibility: Opportunity for a predominantly remote schedule following the initial training period.
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