Client Service Coordinator

Saltmarsh; Pensacola (FL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive salary

Bonus opportunity

Mentorship

PCE & training

Unlimited PTO

Holidays

Health insurance

Life insurance

Disability coverage

401(k) plan

Job summary

Saltmarsh is seeking a Client Service Coordinator in Pensacola to join our Investment & Wealth Advisory team. This full-time, in-office role supports clients and advisors with a focus on accurate service delivery. You will handle client requests, schedule meetings, prepare materials, and maintain records in our CRM.

A proactive, detail-oriented mindset and strong communication are essential. Preferred applicants may have a bachelor’s degree and experience in client service; we offer mentoring,

Qualifications

• Strong interpersonal and communication skills with a professional phone presence.
• Excellent organization and task management with multitasking ability.
• Attention to detail and comfort handling client data securely.
• Discretion and sound judgment in handling confidential information.
• Proficiency with Microsoft Office and learning new systems quickly.
• Willingness to work from the Pensacola office full-time.

Responsibilities

• Serve as the first point of contact for clients by phone and email, handling requests professionally and following through to resolution.
• Schedule client meetings, coordinate calendars, and prepare advisors for upcoming appointments.
• Follow up with clients on outstanding items and keep them informed on the status of their requests.
• Process money-movement requests and support new account opening and maintenance.
• Prepare client reports and maintain accurate records in the CRM and portfolio systems.

Skills

Interpersonal skills

Organized

Communication

Detail-oriented

Discretion

Microsoft Office

CRM proficiency

Office presence

Education

Bachelor’s degree

Tools

Microsoft Office

CRM systems

Job description

Client Service Coordinator Investment & Wealth Advisory | Pensacola, FL | Full-Time

Elevate your career at Saltmarsh!

Investment & Wealth Advisory | Pensacola, FL | Full-Time

Who We Are

Saltmarsh Financial Advisors is a client-focused Registered Investment Advisor managing approximately $400 million in assets for organizations, individuals, and families. Our team of experienced and credentialed professionals delivers comprehensive wealth management services. This includes investment management, financial planning, estate planning coordination, and tax strategy consultation. We pride ourselves on our fiduciary standard, transparent fee structure, and commitment to long-term client relationships. We improve our clients' lives and the work we do has enormous positive impacts. These results benefit not only our clients, but in many cases the next generation and their communities as well.

The Opportunity

Start your career where the work matters. We improve our clients' lives and the work we do has enormous positive impacts. These results benefit not only our clients, but in many cases the next generation and their communities as well.

Who You Are

Organized, energetic, and personable with a desire to begin your career in wealth management. You have keen communication skills that allow you to understand the needs of clients and team members fully. You naturally seek opportunities to provide value and support to those around you before the need is recognized, or assistance is requested. You take immense pride in your work. You are an overachiever!

What You’ll Do

Client Support

• Serving as a first point of contact for clients by phone and email, handling requests professionally and following through to resolution.
• Scheduling client meetings, coordinating calendars, and preparing advisors for upcoming appointments.
• Following up with clients on outstanding items and keeping them informed on the status of their requests.

Account & Operations Support

• Processing money-movement requests, including transfers, distributions, and contributions.
• Supporting new account opening, account maintenance, and beneficiary and retitling requests.
• Preparing client reports and meeting materials, including performance reports and review packets.
• Maintaining accurate client records and data within the firm’s CRM and portfolio management systems.

Team & Administrative Support

• Partnering with advisors, portfolio management, and compliance colleagues to keep client requests moving.
• Assisting with documentation, filing, and recordkeeping in line with firm and regulatory requirements.
• Supporting client events, mailings, and other team initiatives as needed.

The Ideal Candidate

Required

• Strong interpersonal and communication skills, both written and verbal, with a professional and welcoming phone presence.
• Excellent organization and task management, with the ability to track multiple requests at once and follow through without being reminded.
• Strong attention to detail and comfort working with numbers and client data.
• Discretion and sound judgment when handling confidential client information.
• Proficiency with Microsoft Office Suite and the ability to learn new systems quickly.
• Willingness to work from the Pensacola office on a full-time basis.

Preferred

• Bachelor’s degree in any field — we have team members with backgrounds from finance to the arts and everything in between. No specific major is required.
• Prior experience in a client service, front office, or administrative support role.
• Exposure to financial services, wealth management, or professional services.
• Familiarity with CRM systems.

What We Offer

Saltmarsh invests in our employees’ growth, development, and work-life balance by offering:

• A competitive salary and performance-based bonus opportunity.
• Hands-on training and mentorship from experienced advisors, planners, and analysts.
• Firm-paid Continuing Professional Education and professional development support.
• Unlimited PTO.
• 11 firm-paid holidays.
• Major medical, dental, and vision insurance.
• Employer-paid life insurance.
• Long-term disability coverage.
• 401(k) with profit sharing.

Location

This role is based in Saltmarsh’s Pensacola office and is full-time in office. Saltmarsh maintains offices in Pensacola, Tampa, and Orlando.

Saltmarsh is now a member of Ascend Partner Services, a PE-backed growth partner.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

About Ascend

At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads, and the elusive work-life balance. It’s time for a transformative change. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you’re not just a number; you’re a valued member of a community that supports & celebrates your professional & personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and comprehensive resources.

Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings our partner firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while having access to resources of a large CPA firm. These resources include growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives. Founded in January 2023, Ascend attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation. Explore Ascend, where your career soars without sacrificing your quality of life.