Entry Level Financial Services Coordinator

Why You Want To Work Here

This is an exciting opportunity to launch a career in the financial services and mortgage industry while gaining valuable experience working directly with clients. As a Financial Services Coordinator, you’ll play an important role in guiding clients through their financial needs, building strong relationships, and helping them navigate important financial decisions.

The ideal candidate is confident on the phone, motivated by personal and professional growth, proactive, organized, and energized by working with people.

Responsibilities

• Serve as a primary point of contact for clients, providing professional and responsive service throughout the process
• Communicate with clients by phone, email, and text to provide information, answer questions, and coordinate next steps
• Build and maintain strong client relationships through consistent communication and follow-up
• Conduct client conversations to understand their needs, goals, and financial objectives
• Educate clients on available financial and mortgage solutions and help them understand the products and process
• Coordinate and manage client appointments, follow-ups, documentation, and other important milestones
• Collect, organize, and review client information and documentation
• Maintain accurate client records and activity in the CRM
• Follow up with clients throughout the process to ensure they remain informed and supported from beginning to end
• Work closely with internal teams to coordinate client needs and ensure a smooth overall experience
• Manage multiple clients and priorities in a fast-paced, goal-oriented environment
• Participate in ongoing training to develop knowledge of financial services, mortgage products, client communication, and business development
• Operate in compliance with applicable laws, regulations, and company guidelines

Qualifications

• Bachelor’s degree in Finance, Economics, Business, Psychology, or Communications preferred, May 2025 & May 2026 grads are strongly encouraged to apply!
• Strong verbal and written communication skills with the ability to communicate confidently and professionally with clients
• Comfortable speaking with people by phone and building relationships through regular communication
• Client-focused mindset with a genuine interest in understanding and helping others
• Highly organized with the ability to manage multiple clients, priorities, and follow-ups simultaneously
• Motivated, proactive, and eager to learn in a fast-paced environment
• Coachable and able to quickly learn and apply new information through ongoing training
• Strong attention to detail when handling client information and documentation
• Positive, professional attitude with a strong work ethic
• Proficiency in Microsoft Office Suite and the ability to learn CRM and other business systems
• Interest in developing a career in financial services, mortgage lending, client services, or a related field