Client Services Coordinator

Beacon Hill; North Bend (WA); Hybrid; USD 52,000 - 60,000; Full time

Benefits offered by this job

Hybrid schedule

Bonus opportunities

Job summary

Beacon Hill Staffing Group is partnering with a prestigious financial services firm in Washington to hire a Client Support Coordinator. This hybrid role supports Financial Advisors, processes accounts, and coordinates documentation to ensure a consistently high level of service.

You will work behind the scenes with the advisor teams, handling administrative tasks, client paperwork, and various service requests while maintaining confidential records and driving process improvements.

Qualifications

• Previous experience in administration, client support, operations, or professional services.
• Financial services experience within wealth management, banking, credit unions, broker-dealers, 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.
• Strong Microsoft Office skills.
• 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, 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.

Skills

Administration

Client support

Operations

Professional services

Microsoft Office

Education

Bachelor's degree or relevant industry experience preferred

Tools

Microsoft Office

Job description

$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 services firm 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


• Strong Microsoft Office skills


• Bachelor's degree or relevant industry experience preferred

Why You’ll Want to Join

• Hybrid schedule: 2 days remote per week


• 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

Desired Skills and Experience

administration, client relations, coordination, office coordinator

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents:

Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information

• Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future