What are the responsibilities and job description for the Client Service Coordinator position at Vista Wealth Solutions?
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 Team Lead.”
Why Join Broad Street Financial?
Investment & Insurance Service
Candidate Qualifications
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 Team Lead.”
Why Join Broad Street Financial?
- Be part of a top-performing, nationally recognized team.
- Growth opportunities as the firm expands.
- Supportive, team-oriented environment with leadership that invests in career development.
- Exposure to unique SBA lending/insurance niche.
Investment & Insurance Service
- Basic administrative requests such as address and beneficiary changes, payment frequency changes, policy changes and loans.
- Assist in annual Required Minimum Distributions (RMDs).
- Updating client information in CRM.
- Obtaining and maintaining client account/policy records (statements, tax documents, illustrations, etc.).
- Manage and track annual review database.
- Schedule review meetings w/ A&B and CRIA clients.
- Provide basic prep for scheduled meetings.
- Manage CRIA review process for compliance.
- Deliver white-glove service and maintain long-term client relationships.
- Prioritizing and tracking workflows and cases to ensure timely completion.
- Serve as one of the main points of contact for Broad Street advisors and partners.
- Coordinate across departments to drive efficient execution of tasks & projects.
- Maintain relationships with external sales partners.
- Support process improvements to enhance speed and client experience.
- Manage administrative tasks (filing, faxing, scanning, etc.).
- Answer client calls and address their needs in a professional, respectful manner.
- Assist advisors with illustrations.
- Pre-fill and prepare account documentation.
- Stay current on policies, procedures, and platforms
Candidate Qualifications
- Exceptional written and verbal communication skills required.
- Must be very organized and detail oriented with strong follow-through and ability to work efficiently on time sensitive matters.
- Must be computer literate and proficient with MS Office Suite and Adobe Acrobat Pro with the ability to quickly learn new programs and platforms.
- Critical thinking, attention to detail and multi-tasking skills required.
- Resourceful: able to discern when to take initiative and proactively address problems or when to outsource questions or tasks and ask for help.
- Passion for working collaboratively and building long-term client relationships.
- Knowledge of insurance and investment products.
- Strong time management skills.
- Team player with the ability to collaborate with others.
- Ability to work in a fast-paced, evolving environment.
- Goal oriented, self-motivated and results driven.
- Bachelor’s degree required
- 2–4 years in financial services preferred.
- Life, Accident & Health and securities licenses (SIE; Series 6 or 7; Series 63, 65, or 66) preferred; willingness and ability to obtain required licenses upon hire is expected.
- 401(k) with 3% match
- Health, Dental & Vision Insurance offered
- Life & Long-Term Disability
- Generous paid time off
- Education/License/Training Reimbursement
- Bonus potential up to 15% of salary