Client Service Coordinator

The Well; Bethesda (MD); On-site; USD 65,000 - 90,000; Full time

Job summary

The Well is seeking a Client Service Coordinator for its DC metro area wealth advisory practice. You will be the first point of contact for clients, supporting advisors and keeping households connected.

The role is primarily in-office with a collaborative, close-knit team. You will handle front desk duties, schedule client meetings, prepare materials, assist with reports, and contribute to marketing and compliance tasks.

Qualifications

• 3+ years in client service or admin work in financial services.
• Experience with wealth management or financial planning firms.
• Comfort with scheduling software and social media.

Responsibilities

• Greet visitors and maintain a welcoming office environment.
• Answer calls with a warm, professional demeanor.
• Coordinate client meetings and send confirmations.
• Prepare agendas, paperwork, and follow-up letters.
• Support client reporting, marketing events, and outreach.

Skills

Client-service oriented

Excellent communication

Organizational skills

Interpersonal skills

Professional phone/email etiquette

Team collaboration

Ability to multitask

Attention to detail

Tools

Scheduling software

Social media awareness

Job description

Position

A well-regarded independent wealth advisory firm in the DC metro area has engaged us to find a Client Service Coordinator for its small, tight-knit team. You would be the person clients turn to first, and the link that keeps advisors connected with the households they work with. The job is client-facing and based mostly in the office, at the center of how the practice runs day to day. If you are friendly, well organized, and get energy from helping others, this is a chance to make a visible difference every single day.

Compensation Package

• Salary range of $65,000 - $90,000, based on experience
• Health insurance stipend
• 401(k) featuring an employer contribution along with discretionary profit‑sharing
• Discretionary annual bonus tied to performance

Day-to-Day Duties

• Welcome visitors as they arrive at the office and make them feel at ease
• Handle the office phone line with courtesy and a warm, professional tone
• Act as the first stop for client questions, passing messages along to advisors and sharing readily available information where permitted
• Book client meetings through online scheduling software, then send out confirmations and reminder notes
• Put together agendas, paperwork, and backup materials before each client meeting
• Write up post‑meeting recap letters for clients and keep tabs on any follow‑up items
• Gather and file client details that come in through meetings, email, and other channels
• Help produce client reports and additional deliverables for the practice
• Contribute to marketing and client engagement, such as planning appreciation gatherings and educational events and helping with social media and online outreach
• Provide administrative help on compliance matters within the firm
• Work alongside teammates who are remote and pitch in on broader operational needs
• Keep the office stocked with supplies and sort the daily mail

What You Bring

• Living in the DC metro area today, with the ability to commute and work mainly from the office
• An outgoing, people-first personality and real enjoyment of working with others
• Outstanding interpersonal and communication abilities, with a comfortable, warm, and professional style for clients from every walk of life
• A polished manner on the phone and in writing
• Excellent organization and a careful eye for detail
• Skill at juggling several tasks and adjusting priorities smoothly as the day unfolds
• A strong work ethic and a consistently high standard of professionalism
• An upbeat outlook and an honest desire to keep learning and developing

Preferred

• At least three years in client service, operations, or administrative work, ideally in financial or professional services
• Knowledge of how wealth management or financial planning firms operate
• Ease with digital tools such as scheduling software and social media
• Background organizing events or supporting marketing initiatives
• A securities license (a bonus if you have one, but not required)

Team and Setting

The practice is collaborative and built around its clients, with a small group working together in the office. The atmosphere is professional but friendly. People help each other out, and the work carries real purpose. The firm works with a select set of long-standing client relationships, and the team is proud of offering attentive, responsive, personal service. Someone who does well in a focused, relationship-centered setting, where each person's effort is seen and appreciated daily, will fit right in.