Client Services & Ops Coordinator - Wealth Mgmt

Chemistry Wealth Management; United States; On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Employee Assistance Program (EAP)

Employee discount programs

401(k) with employer contribution

PTO and holidays

Ongoing training and development

Job summary

Chemistry Wealth seeks a highly organized Administrative & Operations Coordinator to support the daily operations of our growing wealth management firm. You will be the first point of contact for clients, handle calendars, prepare materials, and coordinate with custodians and partners to resolve service issues.

Ideal candidates have a Bachelor's degree, 3+ years of client service or administrative experience, and proficiency with Microsoft Office and CRM software.

Qualifications

• Bachelor's degree or equivalent experience.
• 3+ years of client service, administrative, or operations experience.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Strong customer service mindset and professional phone presence.
• Ability to manage multiple priorities and work independently.

Responsibilities

• Serve as the first point of contact for clients and visitors.
• Deliver a warm, professional, and welcoming client experience.
• Schedule appointments, manage advisor calendars, and coordinate meeting logistics.
• Prepare meeting materials and client communications.
• Track client follow-ups, milestones, and special events.

Skills

Client service

Organization

Communication

Microsoft Office

Independent work

Calendar management

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

CRM systems (Redtail, Wealthbox, Salesforce)

Job description

Chemistry Wealth seeks a highly organized Administrative & Operations Coordinator to support the daily operations of our growing wealth management firm. You will be the first point of contact for clients, handle calendars, prepare materials, and coordinate with custodians and partners to resolve service issues.

Ideal candidates have a Bachelor's degree, 3+ years of client service or administrative experience, and proficiency with Microsoft Office and CRM software.