Client Services Coordinator

Sound Portfolio Advisors; Mystic (CT); On-site; USD 25,000 - 36,000; Part time

Job summary

Sound Portfolio Advisors in Mystic, CT is seeking a part-time, on-site Client Services Coordinator to support two advisors. You will be the primary client contact, respond to inquiries, schedule meetings, and ensure timely follow-up.

Responsibilities include preparing client paperwork, maintaining records, coordinating account openings and transfers, and assisting with routine office administration. You will manage calls and emails, support client reports and meeting materials, and help deliver

Qualifications

• Strong client service skills and professional relationships.
• Attention to detail with ability to manage multiple tasks and deadlines.
• Excellent written and verbal communication.
• Proficiency with scheduling, document prep, data entry and records management.
• Familiarity with common office software and willingness to learn financial planning systems.
• Ability to collaborate in a small team and maintain confidentiality.

Responsibilities

• Serve as primary contact for clients and respond to inquiries.
• Schedule meetings and ensure timely follow-up.
• Prepare and process client paperwork; maintain client records.
• Coordinate account openings and transfers; assist with reports and meeting materials.
• Handle incoming calls and emails; support general office administration.
• Create a welcoming, professional client experience.

Skills

Client service

Attention to detail

Communication

Scheduling and records

Office software

Team collaboration

Finance/wealth knowledge

Tools

Microsoft Office

Portfolio management systems

Job description

Company Description

Sound Portfolio Advisors is a wealth management firm focused on delivering objective, client-centered advice and investment management. Team members collaborate closely with clients to help them build, preserve, and manage wealth over the long term. The practice was established over 25 years ago and operates from a professional office setting in downtown Mystic, CT.

Role Description

The Client Services Coordinator is a part-time, on-site role. This position supports the firm’s two advisors by serving as a primary point of contact for clients, responding to inquiries, scheduling meetings, and ensuring timely follow-up. Day-to-day responsibilities include preparing and processing client paperwork, maintaining accurate client records, coordinating account openings and transfers, and assisting with routine office administration. The coordinator will manage incoming calls and emails, support the preparation of client reports and meeting materials, and help ensure a professional, welcoming experience for each client.

Qualifications

• Strong Client Service skills, with a focus on building positive, professional relationships.


• Attention to detail and strong organizational skills, with the ability to manage multiple tasks and deadlines.


• Excellent Communication abilities, including clear verbal communication, professional email writing, and attentive listening.


• Proficiency with scheduling, document preparation, data entry, and records management.


• Competence with common office software (e.g., Microsoft Office or similar tools) and aptitude to learn financial planning and portfolio management systems.


• Ability to work collaboratively within a small team, maintain confidentiality, and demonstrate professional ethics.


• Prior experience in financial services, wealth management, or a client-facing professional environment is beneficial.