Client Services Coordinator (Capital Access)

Job Title: Client Services Coordinator (Capital Access)

Location: St. Petersburg, FL 33716

Work Arrangement: Hybrid (3 Days In Office)

Employment Type: Contract

Duration: 6 Months (Potential Extension)

Domain: Client Services / Operations Support / Financial Services

Pay Rate: $23.00/hr. on W2

Schedule: Standard Shift

Deadline: 6/26/2026

Skills Required

Primary (Must-Have):

• Minimum 3 years of client services, call center, or operations support experience
• Strong verbal communication skills with the ability to handle high-volume phone interactions
• Experience processing forms, transactions, and account-related requests
• High attention to detail and accuracy in a deadline-driven environment
• Ability to manage confidential and sensitive information with discretion
• Strong customer service and relationship management skills
• Proficiency with Microsoft Office Suite (Outlook, Word, Excel)
• Ability to work effectively in a structured and fast-paced environment
• Professional demeanor with a service-first mindset

Secondary (Good to Have):

• Experience within banking or financial services environments
• Experience supporting financial advisors or clients
• Familiarity with navigating multiple systems and applications
• Experience identifying and escalating operational exceptions or risks
• Prior experience participating in team huddles, meetings, and process improvement initiatives

Position Overview

The Client Services Coordinator (Capital Access) is responsible for supporting daily operational processing activities and providing inbound phone support to financial advisors and internal partners. This role focuses on forms processing, issue resolution, and delivering exceptional client service while maintaining accuracy and compliance. The ideal candidate thrives in a high-volume environment and possesses strong communication, organizational, and problem-solving skills.

Roles & Responsibilities

• Handle inbound phone calls from financial advisors and internal partners, providing timely and accurate support
• Process routine operational requests and transactions in accordance with established procedures and service level expectations
• Review, update, and maintain account-related information across multiple systems with a high degree of accuracy
• Identify and escalate discrepancies, exceptions, and potential risks when appropriate
• Deliver a service-first experience in all interactions with advisors and clients
• Maintain confidentiality and safeguard sensitive information
• Collaborate with team members and participate in training sessions, huddles, and team meetings
• Follow documented procedures and adapt to process updates and changes as required
• Support operational efficiency and contribute to overall team objectives
• Perform additional duties and responsibilities as assigned

Minimum Qualifications

• High School Diploma or equivalent required
• Minimum 3 years of experience in client services, call center, or operations support roles
• Strong verbal and written communication skills
• High attention to detail and strong organizational abilities
• Ability to work in a deadline-driven and structured environment
• Proficiency with Microsoft Office applications, including Outlook, Word, and Excel
• Ability to handle confidential information with professionalism and integrity

Preferred Qualifications

• Experience within banking, wealth management, or financial services industries
• Previous experience supporting financial advisors or client-facing operations
• Familiarity with multiple systems and applications
• Strong problem-solving and analytical skills
• Experience working in hybrid or team-based environments

Work Environment

• Hybrid work arrangement with three days per week in the office
• High-volume operational and phone-based support environment
• Fast-paced and deadline-driven setting
• Frequent interaction with financial advisors, clients, and internal business partners
• Collaborative team environment with ongoing training and development opportunities

Benefits

Medical | Dental | Vision | 401(k) | Paid Sick Leave

EEOC Compliance

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment.

Disclaimer

AI Usage Policy: Pacer Group uses AI to assist in screening applications. Final hiring decisions are made by human recruiters based on qualifications and experience.