Client Services Coordinator - Financial Operations (Onsite)

Focus Partners Wealth; Stamford (CT); Hybrid; USD 62,000 - 67,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

NorthCoast Asset Management, based in Stamford, CT, seeks a Client Service Associate to work onsite in our Stamford office. The role reports to the Senior Director of Operations and collaborates with marketing and operations teams to support clients and processes.

The successful candidate will manage custodial paperwork, maintain CRM records, and resolve client account issues. Strong communication, attention to detail, and proficiency in Word/Excel are required; Salesforce experience is a plus.

Qualifications

• Bachelor’s degree required.
• Strong command of Word, PowerPoint, and Excel.
• Proactive communication and follow-up.
• Excellent verbal and written communication skills.
• Impeccable attention to detail.
• Experience in financial services a plus.
• Salesforce experience a plus.

Responsibilities

• Submit and manage client paperwork to custodians.
• Manage custodial paperwork changes.
• Enter client information in CRM and portfolio account system.
• Manage CRM system.
• Troubleshoot system, custodial and client operational issues.
• Answer phones and route client requests.
• Research and resolve client account issues.
• Help coordinate lunches and team events.
• Welcome visitors and assist with client mailings.
• Order office supplies and maintain conference rooms.

Skills

Bachelor’s degree

Microsoft Word

PowerPoint

Excel

Communication skills

Attention to detail

Problem solving

Education

Bachelor’s degree in related field

Tools

Salesforce

CRM system

Job description

NorthCoast Asset Management, based in Stamford, CT, seeks a Client Service Associate to work onsite in our Stamford office. The role reports to the Senior Director of Operations and collaborates with marketing and operations teams to support clients and processes.

The successful candidate will manage custodial paperwork, maintain CRM records, and resolve client account issues. Strong communication, attention to detail, and proficiency in Word/Excel are required; Salesforce experience is a plus.