What are the responsibilities and job description for the Client Service Coordinator position at Watertown Wealth Management?
Location: Confidential
Position Type: Full-Time
Starting Salary: $50,000; potential for adjustment based on experience and education.
Reports To: Director of Client Services
About Us:
We are a client-focused wealth management firm dedicated to helping individuals and families achieve their financial goals. With a strong emphasis on personalized service, confidentiality, and professionalism, our team strives to build long-term relationships based on trust and results. We are currently seeking a motivated and detail-oriented Client Service Coordinator to support our growing team.
Position Summary:
The Client Service Coordinator will play a critical role in supporting the day-to-day operations of our office. This position requires a high level of professionalism, attention to detail, and discretion. The ideal candidate will be organized, proactive, and comfortable handling a variety of administrative tasks in a fast-paced, client-centered environment. This full-time position offers meaningful opportunities for professional development and advancement within the firm.
Key Responsibilities:
- Prepare and organize client meeting materials, including financial reports and presentation documents
- Input and maintain client data in the Client Relationship Management system and financial planning software with a high degree of confidentiality
- Manage team calendars, ensuring client meetings, deadlines, and events are properly managed
- Serve as a key point of contact for ensuring a smooth and personalized client experience
- Perform general administrative tasks such as filing, scanning, mail handling, and office supply management
- Assist advisors with day-to-day operations, including inbox management, scheduling and travel planning
- Other duties as assigned to support the team and improve office efficiency
Qualifications:
- Prior experience in an administrative, office assistant, or client service role (experience in financial services a plus)
- Strong organizational and time management skills
- Excellent verbal and written communication abilities
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Familiarity with Client Relationship Management systems and/or financial planning software is an asset
- Bachelor’s degree preferred; equivalent experience will also be considered
- Ability to manage multiple tasks with a high level of accuracy and confidentiality
- Self-starter with a positive attitude and willingness to learn and grow
What We Offer:
- Competitive starting salary, with potential for increase based on relevant experience and education
- 401(k) retirement plan with employer match
- Opportunities for career development and advancement within the firm
- Full-time, stable employment with Monday–Friday work schedule
- Three weeks of paid vacation per calendar year
- A professional, team-oriented work environment
- Training and support to develop knowledge in financial services
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Application Question(s):
- This role involves managing multiple priorities and supporting clients throughout the day. What strategies help you stay organized and responsive?
- Tell us about a time you caught an error or prevented something from being overlooked.
- What past experience has best prepared you for a fast-paced, client-facing role?
- Why are you interested in this position specifically?
Ability to Commute:
- Watertown, NY 13601 (Required)
Work Location: In person
Salary : $50,000