Client Services Coordinator

Beacon Hill; North Bend (WA); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Bonus opportunities

Hybrid work environment

Wealth management exposure

Community service events

Job summary

Beacon Hill in North Bend, WA is seeking a Client Services Coordinator to support Financial Advisors, process service requests, coordinate documents, and ensure clients receive a consistently high level of service.

You will work closely with advisors and internal teams to manage accounts, DocuSign requests, and documentation while maintaining organized records and contributing to client projects. This role offers exposure to wealth management and a collaborative team environment.

Qualifications

• Experience in administration, client support, operations, or professional services.
• Wealth management/financial services experience is a plus.
• Bachelor's degree or relevant industry experience preferred.

Responsibilities

• Support Financial Advisors with day-to-day administrative and operational needs.
• Prepare, process, and track new accounts, transfers, and other service requests.
• Assist with client paperwork and DocuSign requests.
• Track outstanding requests and follow up for timely completion.
• Communicate with advisor teams regarding status updates and missing information.
• Help research and resolve account or operational questions.
• Maintain confidential client and account records.
• Assist with client projects, outreach, and other service initiatives.
• Collaborate with other support professionals to balance workloads.

Skills

Administration

Client support

Operations

Professional services

Attention to detail

Education

Bachelor's degree

Tools

DocuSign

Job description

Client Services Coordinator (SFP-1478938) North Bend, Washington

Salary: USD50000 - USD60000 per year

Tukwila, WA | Hybrid

$55-60k base + quarterly and annual bonus opportunities

Are you highly organized, detail-oriented, and interested in building a career in the financial services industry?

We’re partnering with an established financial servicesfirm that is looking for a Client Support Coordinator to join its growing team. This is a great opportunity for someone with administrative, client service, or operations experience who enjoys working behind the scenes to keep things moving and wants exposure to the wealth management and financial advisory space.

You’ll work closely with Financial Advisors and internal team members to support client accounts, process service requests, coordinate documentation, and ensure clients receive a consistently high level of service.

What You’ll Do

• Support Financial Advisors with day-to-day administrative and operational needs
• Prepare, process, and track new accounts, account updates, transfers, cash movements, and other service requests
• Assist with client paperwork, DocuSign requests, account maintenance, and documentation
• Track outstanding requests and follow up to ensure items are completed accurately and on time
• Communicate with advisor teams regarding missing information, status updates, and next steps
• Help research and resolve account or operational questions
• Maintain organized and confidential client and account records
• Assist with client projects, outreach, and other service-related initiatives
• Collaborate with other support professionals to manage priorities and balance workloads
• Identify opportunities to improve internal processes and workflows

What We’re Looking For

• Previous experience in administration, client support, operations, or professional services
• Financial services experience within wealth management, banking, credit unions, broker-dealers, insurance, or a similar environment is a plus
• Strong attention to detail and ability to catch missing information or potential errors
• Excellent written and verbal communication skills
• Professional, polished, and comfortable working in a client-focused environment
• Strong sense of urgency and ability to manage multiple priorities
• Reliable, proactive, and able to take ownership of responsibilities
• Comfortable working independently while collaborating with a close-knit team
• Bachelor's degree or relevant industry experience preferred

Why You’ll Want to Join

• Salary: $52,000–$60,000 depending on experience
• Quarterly and annual bonus opportunities
• Stable organization with strong employee tenure
• Collaborative, team-oriented environment
• Regular opportunities to participate in community service events
• Excellent exposure to the wealth management industry with the potential to grow toward the client advisory side of the business

This is an excellent opportunity for someone who enjoys being the person others can rely on, takes pride in accuracy and follow-through, and wants to build a long-term career within financial services.