Client Experience Coordinator

Financial Security; Virginia Beach (VA); On-site; USD 42,000 - 58,000; Full time

Job summary

Financial Security is seeking a Client Experience Coordinator to support the client account management team by handling data gathering, onboarding and scheduling. You will help maintain client files and build strong relationships with our custodian’s operations teams.

The role emphasizes confidentiality, organization, and effective communication in a fast-paced environment. Security and teamwork are core values in daily client service activities.

Qualifications

• High attention to detail and organization.
• Strong written and verbal communication.
• Ability to maintain high confidentiality of client and firm data.
• Collaborative, client-focused mindset in a fast-paced environment.

Responsibilities

• Assist in client onboarding and data entry for required paperwork.
• Maintain client database and client files.
• Build trusted relationships with custodian operations teams.
• Identify opportunities to improve client service processes.

Skills

Well organized

Strong communication

High confidentiality

Team player

Eager to learn

Tech savvy

Open to feedback

Attention to detail

Education

High school diploma or equivalent

3 years’ experience in banking/financial services or accounting

Job description

Financial Security, founded in 1997, is a team of experienced financial planners and investment advisors dedicated to helping clients work toward financial independence. The firm offers securities through Financial Security Management, member FINRA/SIPC, and advisory services through Financial Security Advisory, Inc., an SEC-registered investment adviser.

Role Description

The Client Experience Coordinator is a support role on the client account management team. Your responsibilities include administering client data gathering and maintenance, scheduling client meetings, and responding to administrative client queries.

In this role, your client service responsibilities include:

• Assisting in client onboarding and data entry for required paperwork
• Maintaining client database and client files.
• Building trusted, collaborative relationships with our custodian’s operations teams
• Identifying opportunities to improve our client service processes

Qualifications

• Well organized, with extraordinary attention to detail
• Responsive and effective communicators, verbally and in writing
• Possess strong ethics, with the ability and dedication to maintain high confidentiality of personally identifiable client and firm information
• Enjoy collaborating and being a part of a team that puts clients first
• Eager to learn about the industry and our firm, and enjoy working in a fast-paced, hands-on environment
• Tech savvy, with the proficiency to quickly learn new technology tools, platforms, and software
• Open to feedback and coaching
• High school diploma or equivalent required.
• Preferred 3 years’ experience in banking, financial services, or accounting.