Client Service Coordinator

Ascend; Pensacola (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salary + bonus

Mentorship & training

CPE & professional development support

Unlimited PTO

11 firm-paid holidays

Medical, dental, vision insurance

Life insurance (employer-paid)

Long-term disability coverage

401(k) with profit sharing

Job summary

Saltmarsh Financial Advisors seeks a Client Service Coordinator in our Pensacola office to support advisors and the individuals and families they serve. You will be the familiar voice for clients, ensuring requests are handled accurately and on time, and a key part of how the team runs.

You will manage client communications, coordinate meetings, and support account operations, reporting, and data integrity across CRM and portfolio systems.

Qualifications

• Strong interpersonal and communication skills, professional and welcoming phone presence.
• Excellent organization and task management to handle multiple requests.
• Strong attention to detail and comfort with client data.
• Discretion and sound judgment when handling confidential client information.
• Proficiency with Microsoft Office Suite and ability to learn new systems quickly.
• Willingness to work from the Pensacola office on a full-time basis.

Responsibilities

• Serve as 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 status of requests.
• Process money-movement requests, including transfers, distributions, and contributions.
• Support new account opening, account maintenance, and beneficiary and retitling requests.
• Prepare client reports and meeting materials, including performance reports and review packets.
• Maintain accurate client records and data within CRM and portfolio systems.
• Partner with advisors, portfolio management, and compliance to move client requests.
• Assist with documentation, filing, and recordkeeping per firm/regulatory requirements.
• Support client events, mailings, and other team initiatives as needed.

Skills

Interpersonal skills

Organization

Attention to detail

Discretion

MS Office

Pensacola in-office

Education

Bachelor's degree

Tools

CRM systems

Job description

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.

Saltmarsh's Investment & Wealth Advisory practice is growing, and we are looking for a Client Service Coordinator to support our advisors and the individuals and families they serve. This is a client-facing role from day one. You will be a familiar voice to our clients, the person who makes sure requests are handled accurately and on time, and a key part of how the team runs.

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.

For further questions or inquiries about the role, please reach out to Karina Matos, Recruiter, at [e-mail].

Saltmarsh is not just a place to work; it’s a place to thrive. Ready to grow your career and make an impact? Join us and discover the difference of being part of the Saltmarsh family.

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.

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.