Client Services Coordinator - Onboarding & Operations

RightClick; Darien (CT); On-site; USD 45,000 - 65,000; Full time

Job summary

RightClick in Fairfield County, CT is seeking a Client Service Associate to execute a full client service program, including new client onboarding, ongoing service, and daily operational duties. This onsite role requires strong communication, meticulous attention to detail, and a can-do attitude.

The successful candidate will manage advisor calendars, answer phones, input client data into CRM, and coordinate with custodians on account maintenance and reporting, delivering reliable, professional

Qualifications

• At least 2 years of financial services experience preferred.
• B.S./B.A. degree preferred.
• Series License(s) (7, 65, 6) not required but preferred
• Strong Microsoft Word, Excel, and Outlook skills.
• Excellent organizational skills and multi-tasking ability.
• Strong time management skills.

Responsibilities

• Manage heavy calendaring and scheduling for advisors
• Perform office operations, including answering phones and greeting clients
• Handle routine client service requests and resolve inquiries efficiently
• Input data into CRM and ensure accuracy of client information
• Coordinate with custodians and strategic partners on account maintenance and reporting

Skills

Financial services experience

Microsoft Word

Microsoft Excel

Microsoft Outlook

Calendaring

Client communication

Attention to detail

Education

Bachelor's degree or equivalent preferred

Tools

CRM software

Job description

RightClick in Fairfield County, CT is seeking a Client Service Associate to execute a full client service program, including new client onboarding, ongoing service, and daily operational duties. This onsite role requires strong communication, meticulous attention to detail, and a can-do attitude.

The successful candidate will manage advisor calendars, answer phones, input client data into CRM, and coordinate with custodians on account maintenance and reporting, delivering reliable, professional