Client Services Coordinator (Capital Access)

Job Title

We are seeking a service-oriented and detail-focused contractor to support daily operational processing and inbound phone coverage within the Capital Access team.

Position Summary:

This role is focused on forms processing, issue resolution, and direct support for financial advisors and clients. The ideal candidate is comfortable working in a fast-paced, high-volume environment, can balance phone responsibilities with processing work, and consistently demonstrates accuracy, professionalism, and strong customer service.

Key Responsibilities:

• Handle inbound phone calls from financial advisors and internal partners, providing accurate and efficient support.
• Process routine operational requests and transactions in accordance with established guidelines and service level expectations.
• Review and update account-related information across multiple systems with a high level of accuracy.
• Identify and escalate potential risks, discrepancies, or exceptions as appropriate.
• Deliver a service-first experience in all interactions with advisors and clients.
• Manage sensitive and confidential information with discretion.
• Collaborate with team members and participate in required training, huddles, and team meetings.
• Follow documented best practices and adapt to process updates as needed.

Skills:

Prior experience in client service, call center, or operations support roles preferred. Strong verbal communication skills and comfort handling phone-based work for a large portion of the day. High attention to detail with the ability to process transactional work accurately. Ability to work in a structured, deadline-driven environment. Proficiency with Microsoft Office (Outlook, Word, Excel); experience navigating multiple systems a plus. Professional demeanor with a focus on service quality and operational accuracy. Ability to maintain confidentiality and handle sensitive information responsibly.

Education:

High school diploma or equivalent required and a minimum of 3 years of client services experience