Client Service Coordinator

mra; Pleasant Valley Township (IA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Health insurance

Health savings account

Life insurance

Paid time off

Parental leave

Professional development assistance

Tuition reimbursement

Vision insurance

Job summary

Nikulski Financial is seeking a on-site Client Service Coordinator in Bettendorf, IA. The role supports Financial Planners, handles client accounts, and ensures a high-quality client experience while complying with industry regulations.

Qualifications include a bachelor’s degree or related experience, and 1+ years in client service, preferably in financial services. Strong MS Office, CRM, and documentation skills are required.

Qualifications

• Bachelor’s degree preferred in business, marketing, or communications or related experience.
• 1+ years of client service experience, preferably in financial services.
• Proficiency with Microsoft Office, CRM, and document management systems.

Responsibilities

• Deliver responsive, professional service to clients across communications.
• Build trusted client relationships and handle account-related questions.
• Prepare for client meetings and coordinate follow-ups with Financial Planners.
• Support account openings, transfers, and maintenance following policies.
• Maintain accurate records and collaborate with Operations and Front Office.

Skills

Client service

Communication

Organizational skills

Discretion

Team player

Adaptability

Education

Bachelor’s degree in business/marketing/communications or related

Tools

Microsoft Office

CRM

Document management

Job description

Nikulski Financial
Client Service Coordinator
Bettendorf, IA (on-site)
$50K/yr to $60K/yr

Position Summary

The Client Service Coordinator partners with Financial Planners to support the wealth management and financial planning needs of our clients. This role serves as a key point of contact for client account-related needs and is responsible for delivering an exceptional client experience while ensuring full compliance with applicable industry regulations and firm policies.

Duties & Responsibilities

Client Service Excellence

• Deliver responsive, professional, and accurate service to clients across all communications and interactions.
• Build trusted relationships with clients and serve as a reliable resource for their account-related questions and requests.
• Coordinate client meeting preparation, follow-up, and ongoing communication in partnership with Financial Planners.
• Support clients with account access, transaction requests, and life-event needs such as estate and beneficiary matters.

Internal Collaboration

• Work closely with Financial Planners, Operations staff, and the broader team to deliver a coordinated client experience.
• Communicate proactively with team members on status updates, open items, and process improvements.
• Provide back-up coverage and cross-functional support as needed, including for the Front Office Coordinator role and other Client Service Team Members.
• Contribute to a positive, collaborative team culture that reflects the firm’s purpose, vision, and values.

Operations & Account Maintenance

• Process account openings, transfers, distributions, and ongoing maintenance requests in accordance with firm policies, custodian procedures, and applicable industry regulations.
• Ensure required client documentation is complete, accurate, and properly maintained throughout the client lifecycle, following established recordkeeping and cybersecurity practices.
• Partner with custodians to resolve service issues, monitor alerts, and ensure timely, accurate completion of client requests.
• Handle client funds, account changes, and sensitive information with care.
• Maintain accurate, well-documented records in firm systems and leverage technology and workflow tools to improve efficiency, accuracy, and the overall client experience.

Skills and Experience

• Genuine commitment to delivering excellent service to both external clients and internal team members.
• Strong written and verbal communication skills with a professional, client-ready tone.
• Must exhibit a professional attitude and demeanor.
• Highly organized and detail-oriented, with the ability to prioritize and manage multiple tasks accurately.
• Integrity, sound judgment, and discretion when handling confidential information.
• Adaptable, curious, and open to learning new tools, technology, and processes.
• Collaborative team player who thrives in a small-firm, entrepreneurial environment.

Qualifications

• Bachelor’s degree preferably in business, marketing, or communications or have applicable related experience
• 1+ years of experience in client service (preferably in the financial services industry with an independent registered investment advisory firm)
• Proficiency in Microsoft Office, experience with CRM , and document management

Schedule: Monday - Thursday 8:00 a.m. to 5:30 p.m., Friday 8:00 a.m. to 3:00 p.m.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Tuition reimbursement
• Vision insurance

We Make it Easy

Founded in 1901, MRA is a nonprofit employer association that serves more than 4,000 employers, covering more than one million employees.

As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services, information, education, and resources to help build successful workplaces and a powerful workforce.

We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company, not an agency recruiter.