Client Service Coordinator
Overview
We are a fast-growing, boutique financial services firm in Radnor. We are hiring a Client Services Coordinator to join our team as an integral member of our expanding financial advisory team. The company's core values include Honesty & Integrity, Get Things Done, Team Player and Getting Better Every Day.
The Client Services Coordinator provides insurance and investment service support by handling client requests (beneficiary changes, policy updates, loans, RMDs, withdrawals) with timely follow-up and resolution. Maintains CRM, client service workflow, and manages the annual review process (scheduling, prep, compliance). Supports administrative tasks, delivers responsive client communication, and collaborates cross-functionally on special projects.
This role bridges advisors, clients, team members and our financial partners to deliver seamless, timely, and compliant client experience. This role reports to the Wealth Management Department T...