Client Services Coordinator

North Bridge Staffing Group; Chicago (IL); On-site; USD 50,000 - 70,000; Full time

Job summary

North Bridge Staffing Group is seeking a highly organized Client Services Coordinator to join a growing financial advisory team in Chicago. The role combines client service, investment operations, reporting, accounting, technology, and compliance in a fast-paced, hands-on environment.

You will prepare client reports, run detailed investment data, and build Excel-driven analyses while coordinating with broker-dealers and service providers.

Qualifications

• Bachelor's degree preferred or strong internship experience in financial services, wealth management, or accounting.
• Excellent Excel skills, ability to build spreadsheets from scratch with formulas.
• Solid understanding of basic accounting concepts (AP/AR, reconciliations, debits/credits).
• Comfort with modern workplace tech including cloud tools and collaboration platforms.
• Strong organizational skills with ability to manage multiple priorities and deadlines.

Responsibilities

• Support day-to-day operations across client service, reporting, investment operations, accounting, and office functions.
• Prepare daily and periodic client reports, account summaries, and presentations.
• Run reports detailing client positions, activity, and asset allocations.
• Build and maintain Excel spreadsheets from scratch with formulas.
• Assist with client requests including document handling and money movement.
• Serve as liaison with broker-dealer and outside providers.
• Review invoices and assist with basic AP/AR tasks.
• Support FINRA compliance processes and related reporting.

Skills

Excel expertise

Attention to detail

Organizational skills

Written and verbal communication

Problem solving

Multi-tasking

Financial reporting basics

Education

Bachelor's degree preferred

Tools

Morningstar

Proprietary internal systems

Microsoft OneNote

OneDrive

Job description

We are seeking a highly organized, tech-savvy, and analytical Client Services Coordinator to join a growing financial advisory team. This is a dynamic, hands-on opportunity for someone who enjoys wearing multiple hats and is eager to build broad experience across client service, investment operations, reporting, accounting, technology, and compliance.

The ideal candidate is a quick learner who is highly comfortable with technology, confident working in Excel, and able to manage multiple priorities in a fast-paced, client-focused environment. This role offers significant hands-on training and exposure to many aspects of the business, making it an excellent opportunity for someone looking to build a long-term career within financial services or wealth management.

Responsibilities

• Support the day-to-day operations of the financial advisory business, working across client service, reporting, investment operations, accounting, and general office functions.
• Prepare daily and periodic client reports, account summaries, presentations, and other financial materials.
• Run reports detailing client positions, account activity, asset allocations, and investment information.
• Compile and organize financial and investment data with a strong focus on accuracy and attention to detail.
• Build and maintain Excel spreadsheets from scratch, utilizing formulas to organize, analyze, and present financial information.
• Assist with client requests, including account documentation, forms, money movement, and other operational needs.
• Serve as a key operational liaison with the firm's broker-dealer and outside service providers.
• Review invoices, reconcile accounts, and assist with basic accounts payable/accounts receivable functions.
• Review banking information and apply a working understanding of debits, credits, and basic accounting principles.
• Utilize investment and financial technology platforms, including Morningstar and proprietary internal systems.
• Assist with investment-related reporting, including reviewing stocks, rankings, client holdings, and model recommendations.
• Support office and workflow management while balancing multiple competing priorities and deadlines.
• Assist with client communications and ensure requests are handled accurately and efficiently.
• Learn and eventually support monthly FINRA compliance processes and related reporting.
• Identify opportunities to leverage technology and emerging tools to improve efficiency, reporting, communication, and workflow automation.
• Handle additional administrative and operational projects as needed.

Qualifications

• Bachelor's degree preferred.
• Open to candidates with early-career professional experience or recent graduates with strong, substantive internship experience.
• Prior experience or internships within financial services, wealth management, investment management, banking, accounting, or a related environment is highly desirable.
• Strong Excel skills are essential, including the ability to create spreadsheets from scratch and confidently work with formulas.
• Working knowledge of basic accounting concepts, including AP/AR, reconciliations, debits, credits, and financial statements.
• Advanced proficiency with modern workplace technology, including Microsoft OneNote, OneDrive, cloud-based systems, and collaboration tools.
• Highly comfortable learning new software and navigating multiple technology platforms.
• Interest in emerging technologies and AI tools that can improve productivity, reporting, and workflow efficiency.
• Exceptional organizational skills with the ability to manage multiple priorities simultaneously.
• Strong attention to detail and commitment to producing accurate work in a deadline-driven environment.
• Resourceful and able to independently locate information and solve problems.
• Strong written and verbal communication skills.
• Ability to learn quickly through hands-on training and adapt to changing priorities.
• Desire to grow professionally and take on increasing levels of responsibility.