What are the responsibilities and job description for the Client Care Coordinator position at Wealth Management Accounting?
About Us
Wealth Management Financial is a trusted firm providing financial planning, accounting, and wealth management services. Our mission is to help clients reach their financial goals through expert advice and exceptional service.
We are a growing company with a client-first culture that values integrity, reliability, and teamwork.
Position Summary
The Client Care Coordinator is the first point of contact for clients and plays a key role in ensuring a positive client experience. This position is ideal for someone who enjoys working with people, is detail-oriented, and wants to grow within the financial services industry.
This role offers significant growth potential-we
invest in our team members through ongoing training and development, creating opportunities for advancement into senior client service or operations roles.
Responsibilities
- Greet clients and visitors with professionalism and warmth.
- Handle incoming calls, emails, and correspondence promptly and accurately.
- Assist with new client onboarding, document collection, and CRM data entry.
- Schedule client meetings and manage team calendars.
- Support advisory and accounting staff with document preparation and organization.
- Maintain a clean and organized office and reception area.
- Process mail, deliveries, and office supply orders.
- Manage expense reports and assist with administrative duties as needed.
- Job Type: Full time, 30-40 hours per week Location: Titusville, Florida (On-Site)
Qualifications
- Previous experience in an administrative, reception, or client service role.
- Excellent communication and interpersonal skills. (Verbal and Written)
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
- Strong organizational skills and attention to detail.
- Positive attitude and willingness to learn. Experience with CCH iFirm, CRMs and DocuSign is a plus.
- High school diploma required; further education preferred.
Why Work at WMA
- Competitive pay and benefits package.
- Career growth and advancement opportunities.
- Supportive, team-oriented environment.
- Training and professional development.
- Purpose-driven company that values integrity and client satisfaction.
Schedule:
Monday to Friday I Day shift I In-office
Pay: Competitive; commensurate with experience
How to Apply
Apply with your resume and a short cover letter explaining why you're a great fit for the Client Care Coordinator position at Wealth Management Financial Group.