Client Services Coordinator

Find Great People | FGP; Lexington (SC); On-site; USD 25,000 - 32,000; Full time

Benefits offered by this job

Minimum essential coverage insurance

Fixed indemnity plan

Job summary

Find Great People | FGP in Lexington, SC seeks a Client Services Coordinator to be the first point of contact for clients and to support daily administrative operations. The role requires a personable, highly organized individual who can maintain strict confidentiality with sensitive client information.

Responsibilities include greeting clients, answering calls, managing the reception area, scheduling meetings for advisors, and maintaining client records within CRM and financial planning

Qualifications

• 2–3 years of administrative/scheduling experience in a professional office.
• Experience in wealth management is a plus.
• Salary is $18–$23 per hour, based on experience.
• Full-time schedule Mon–Fri, 8:30 am–5 pm.
• Contract employees receive benefits including insurance and indemnity plan.

Responsibilities

• Greet clients and visitors in a friendly, professional manner.
• Answer and direct incoming phone calls promptly.
• Manage reception area and maintain a welcoming office environment.
• Schedule client meetings and appointments for advisors.
• Maintain client records and CRM data with confidentiality.
• Support onboarding and account maintenance processes.

Skills

Administrative experience

Scheduling experience

Wealth management experience a plus

Job description

We are seeking a professional, detail-oriented Client Services Coordinator to serve as the first point of contact for our client in Lexington, SC. This individual will play a key role in delivering an exceptional client experience while supporting the daily administrative operations of the firm. The ideal candidate is personable, highly organized, and committed to maintaining confidentiality when handling sensitive client information.

Responsibilities:

• Greet clients and visitors in a friendly, professional manner.
• Answer and direct incoming phone calls promptly and courteously.
• Manage reception area and ensure a welcoming office environment.
• Schedule client meetings and appointments for advisors.
• Assist with client check-in and meeting preparation.
• Maintain calendars for advisors and conference rooms.
• Prepare meeting materials, reports, and client packets.
• Scan, file, and organize documents in compliance with firm procedures.
• Process incoming and outgoing mail and packages.
• Order office supplies and maintain inventory.
• Coordinate follow-up communications with clients regarding appointments, forms, and requested information.
• Update and maintain client records within CRM and financial planning software.
• Ensure documentation is accurate and complete prior to advisor review.
• Support client onboarding and account maintenance processes.
• Maintain strict confidentiality of client financial and personal information.
• Follow established compliance, privacy, and security procedures.
• Ensure records are maintained according to firm standards and regulatory requirements.

Required skills:

• At least 2-3 years of administrative/scheduling experience in a professional office environment
• Previous experience in a wealth management environment a plus!
• Pay between $18 - $23/hr based on experience
• Full-time schedule Mon - Fri from 8:30 am - 5 pm.
• FGP offers contract employees benefits including minimum essential coverage insurance, a fixed indemnity plan and a