Client Service Coordinator

Nikulski Financial, Inc.; United States; On-site; USD 42,000 - 62,000; Full time

Job summary

Nikulski Financial, Inc. is seeking a Client Service Coordinator to support wealth management teams and enhance the client experience. This role acts as the primary contact for account-related needs, ensuring compliance with industry regulations and firm policies.

You will collaborate with Financial Planners and Operations to manage client inquiries, account access, and life-event requests, while maintaining careful records and delivering consistent, high-quality service.

Qualifications

• Bachelor’s degree preferred or applicable related experience.
• 1+ years of client service experience in financial services preferred.

Responsibilities

• Deliver responsive, professional, and accurate client service across communications.
• Build trusted client relationships and serve as a reliable resource for account questions.
• Coordinate client meeting prep, follow-up, and ongoing communication with Financial Planners.
• Support clients with account access, transactions, and life-event matters.
• Collaborate with Financial Planners, Operations, and team to ensure a coordinated client experience.
• Assist with account openings, transfers, distributions, and maintenance per policies.
• Maintain accurate records and leverage tools to improve efficiency and client experience.

Skills

Client service excellence

Written and verbal communication

Highly organized

Discretion with confidential info

Adaptable and quick learner

Team player in small firm

Professional demeanor

Education

Bachelor's degree in business/marketing/communications

Tools

Microsoft Office

CRM experience

Document management

Job description

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

• 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

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

Pay contingent upon experience. Visit www.nikulskifinancial.com to learn more.