Client Service Coordinator - Wealth Advisory (In-Office)

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

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,