Client Experience & Onboarding Specialist

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 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.