What are the responsibilities and job description for the Client Service Coordinator position at Ideal Retirement Solutions?
As a Client Service Coordinator at Ideal Retirement Solutions, you’ll be at the heart of client experience—ensuring that every form, document, and account request is completed accurately and efficiently. You will take ownership of processing all client paperwork from start to finish, coordinating with financial institutions, advisors, and clients to make sure nothing falls through the cracks.
In this role, you’ll communicate regularly with clients to gather information, provide status updates, and guide them through each step of the onboarding and servicing process. Your attention to detail and proactive follow-through will help deliver the seamless, white-glove experience our firm is known for.
At Ideal Retirement Solutions, collaboration is key. You’ll work closely with a team that shares your commitment to excellence and fiduciary care—empowering clients to pursue the retirement they’ve always envisioned. If you’re organized, client-focused, and ready to make a meaningful difference, we’d love to have you on our team.