Client Service Coordinator

Client Service Coordinator (CSC)

PTG Wealth Advisors

Position Summary:

PTG Wealth Advisors is seeking a motivated and detail-oriented Client Service Coordinator (CSC) to support our advisors and provide exceptional service to our clients. This position plays an important role in helping ensure the smooth day-to-day operation of the practice by assisting with client service requests, account administration, general office support, and business management activities.

The ideal candidate is organized, professional, service-oriented, and committed to delivering a positive client experience. This role provides an excellent opportunity for an individual looking to build a career within the financial services industry.

Primary Responsibilities:

Client Service & Relationship Support

· Serve as a welcoming and professional point of contact for clients, both in person and over the phone.

· Assist clients with routine service requests and account-related inquiries.

· Maintain regular communication with clients regarding paperwork, account updates, and outstanding items.

· Escalate complex service requests to advisors as appropriate.

· Help ensure a positive and consistent client experience.

Account Administration & Processing

· Assist with account openings, transfers, and maintenance requests.

· Prepare and submit paperwork accurately and timely.

· Track outstanding requirements and follow up with clients and custodians as needed.

· Maintain client records and documentation in accordance with firm policies and compliance requirements.

· Support money movement and account servicing requests as permitted.

Meeting & Advisor Support

· Schedule and coordinate client appointments.

· Assist with gathering and organizing information needed for client meetings.

· Prepare meeting materials and follow up on action items after meetings.

· Support advisors with administrative and operational tasks as needed.

Office Operations

· Answer incoming calls and direct inquiries appropriately.

· Greet clients and visitors in a professional manner.

· Manage incoming and outgoing mail, scanning, filing, and document retention.

· Maintain office supplies and assist with general office organization.

· Support day-to-day business operations and special projects.

Marketing & Business Support

· Assist with client communications and outreach initiatives.

· Support advisor and team activities related to client engagement.

· Help coordinate logistics for educational seminars, client events, and other business activities.

· Assist with maintaining marketing materials in accordance with firm guidelines.

Qualifications

· Associate's degree preferred; equivalent education and experience will be considered.

· Prior administrative, customer service, or financial services experience preferred.

· Strong interpersonal and communication skills.

· Excellent organizational skills and attention to detail.

· Ability to manage multiple priorities in a fast-paced environment.

· Professional demeanor and commitment to client service.

· Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.

· Ability to learn new systems and technology platforms.

Key Traits for Success

· Strong client-service mindset

· Positive attitude and willingness to learn

· High level of professionalism and integrity

· Dependable and self-motivated

· Strong attention to detail

· Excellent time-management skills

· Ability to work effectively both independently and as part of a team

About PTG Wealth Advisors

PTG Wealth Advisors is committed to delivering personalized financial guidance and exceptional client service. Our team-focused culture emphasizes professionalism, integrity, collaboration, and building lasting relationships with the clients and communities we serve.