Client Services Coordinator (Capital Access)

Position Summary

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

Qualifications

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