Client Relationship Coordinator

Capital City Financial Partners; Columbia (SC); On-site; USD 25,000 - 30,000; Part time

Job summary

Capital City Financial Partners in Columbia, SC, is seeking a Client Relationship Coordinator to provide an exemplary client experience from first impression through the professional relationship. This part-time role focuses on exceptional service and proactive client care.

This position involves greeting clients, managing calls, scheduling, front-office oversight, events, and day-to-day operations, working with advisors to elevate service.

Qualifications

• Bachelor’s degree preferred
• Sales or service industry experience considered
• Scheduling experience preferred
• Basic financial industry knowledge preferred
• Excellent written and verbal communication skills

Responsibilities

• Own the first impression for every client, prospect, and visitor by creating a warm, welcoming, and professional experience.
• Build and maintain strong client relationships through intentional communication, personalized service, and proactive follow-up.
• Answer and direct incoming calls, resolve routine inquiries, and advocate for client needs.
• Manage the reception and front office environment to ensure it is organized, polished, and reflective of the firm’s service standards.
• Schedule and coordinate appointments, maintain calendars, and prepare conference rooms with all necessary materials and refreshments.
• Manage incoming mail, packages, and documents, ensuring timely and accurate scanning & distributions.
• Support client events, recognition initiatives, and meaningful milestones such as birthdays, anniversaries, and life events.
• Assist clients with routine paperwork and administrative requests while supporting day-to-day office operations, supplies, and projects.
• Partner with advisors and the Client Service Team to anticipate client needs, identify opportunities for improvement, and continuously elevate the overall client experience.

Skills

Customer service

Relationship building

Time management

Communication

Team player

Education

Bachelor’s degree (Business, Hospitality, or related major) preferred

Tools

MS Office Suite

Redtail CRM

Job description

Capital City Financial Partners, deemed a South Carolina Top Place to Work in 2025 & 2026, is a boutique financial planning firm specializing in retirement strategy. We’ve set out on a mission to bring confidence to our clients’ retirement by adding value and eliminating stressors, cultivating joy & comfort for their financial futures. Not only do we strive to be the premier middle market advisory firm of the Carolinas, focused on pre and post retirees, but we are committed to serving our community with integrity, excellence, and compassion. Our unique, specialized team approach to the financial planning process has yielded a track record of success, enabling us to help thousands of families and expand our work through opening four offices.

Our primary values are Purpose, Professionalism, Positivity, and People. Purpose comes from understanding the outsized impact we can have on others’ lives. We believe our work is a calling v/s a job. Professionalism defines each employee’s constant drive to improve themselves and develop new skills. Positivity is the standard on how we interact with each other and our clients. It describes our unwavering commitment to not only provide an exceptional experience, but to create confidence in our clients’ financial futures. Our employees and our clients are our People, who are at the heart of all we do. We are looking for the perfect addition to our team in Columbia, SC- is this you?

Job Description:

The primary goal of this role is to provide potential & current clients with an exemplary experience through exceptional service. Our Client Relationship Coordinator will play a crucial role in making certain the firm is exceeding its commitments to its clients from the first impression through the entirety of the professional relationship. This position also plays a significant part in guiding the organization’s future growth and continual development.

This is a part time position with an expectation to work 20- 25 hours weekly.

Typical responsibilities include:

• Own the first impression for every client, prospect, and visitor by creating a warm, welcoming, and professional experience.
• Build and maintain strong client relationships through intentional communication, personalized service, and proactive follow-up.
• Answer and direct incoming calls, resolve routine inquiries, and advocate for client needs.
• Manage the reception and front office environment to ensure it is organized, polished, and reflective of the firm’s service standards.
• Schedule and coordinate appointments, maintain calendars, and prepare conference rooms with all necessary materials and refreshments.
• Manage incoming mail, packages, and documents, ensuring timely and accurate scanning & distributions.
• Support client events, recognition initiatives, and meaningful milestones such as birthdays, anniversaries, and life events.
• Assist clients with routine paperwork and administrative requests while supporting day-to-day office operations, supplies, and projects.
• Partner with advisors and the Client Service Team to anticipate client needs, identify opportunities for improvement, and continuously elevate the overall client experience.

You are perfect for this role if you have:

• An unwavering commitment to serve others
• A belief that this is more than just a paycheck; that the work you do is purposeful
• Bachelor’s degree (Business, Hospitality, or related major) preferred
• Sales or service industry experience (customer service, restaurant, retail, etc.)
• Scheduling experience preferred
• Basic financial industry knowledge preferred
• Superior organizational & time management skills; ability to multitask
• Excellent relationship building skills
• Excellent communication skills, both verbal and written
• Proficient with MS Office Suite (Outlook, Excel, Word & PowerPoint)
• Experience with Redtail/CRM preferred

Traits we’re looking for:

• People oriented; relationship focused
• Positive & outgoing
• Professional
• Detail oriented
• Dependable
• Strong initiative
• Team player

Compensation will be between $18.00- $22.00 per hour.