Client Services & Relationships Coordinator

Ark Wealth Management; Tacoma (WA); On-site; USD 42,000 - 64,000; Full time

Job summary

Ark Wealth Management is seeking a detail-oriented Client Service Representative to support advisors and clients in our Tacoma office. You will manage accounts, coordinate appointments, process applications, and handle ongoing client communications with a focus on accuracy and exceptional service.

The ideal candidate is organized, service-driven, and collaborative, with strong communication skills and a commitment to building lasting client relationships.

Qualifications

• Requires strong communication, organization and interruptions handling.
• Experience in financial services a plus but not required.
• Proactive, service-oriented mindset with attention to detail.

Responsibilities

• Serve as primary contact for clients with prompt, professional service.
• Coordinate advisor meetings and manage calendars.
• Process new account paperwork and ongoing service transactions.
• Maintain accurate client records in the CRM and firm systems.
• Support advisors with administrative tasks and client communications.
• Protect confidentiality and ensure compliance in all client interactions.

Skills

Verbal communication

Written communication

Organizational skills

Time management

Multi-tasking

MS Office

Client service orientation

Education

High school diploma or equivalent

Associate's or bachelor's degree (preferred)

Tools

CRM software

Client management systems

Job description

Ark Wealth Management is seeking a detail-oriented Client Service Representative to support advisors and clients in our Tacoma office. You will manage accounts, coordinate appointments, process applications, and handle ongoing client communications with a focus on accuracy and exceptional service.

The ideal candidate is organized, service-driven, and collaborative, with strong communication skills and a commitment to building lasting client relationships.