Client Success Coordinator

Artemis Solutions; Danville (KY); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

4 weeks of PTO plus paid holidays

Retirement Plan with Company Match

Career growth within a well-established wealth management firm

Supportive, team-oriented culture

Job summary

A reputable wealth management firm is seeking a Client Services Coordinator to enhance the client experience. This role involves being the first point of contact for clients, managing appointments, and supporting administrative processes. The ideal candidate should have strong customer service skills, attention to detail, and previous experience in administrative environments. The firm offers a supportive culture, competitive salary of $50,000-$60,000, PTO, and career growth opportunities. Apply now to join a dedicated team in Danville!

Qualifications

• Previous experience in administrative support or client service roles.
• Financial services or professional office experience is a plus.
• Ability to learn and utilize various office software.

Responsibilities

• Serve as the first point of contact for clients.
• Coordinate and schedule appointments for the President/CEO.
• Provide administrative support and maintain accurate records.

Skills

Excellent customer service

Strong communication and interpersonal skills

High attention to detail

Ability to multitask in a fast-paced environment

Professionalism and discretion with confidential information

Dependable, proactive, and organized

Education

High school diploma

Associate’s or Bachelor’s degree preferred

Tools

CRM systems

Tax software systems

Job description

A reputable wealth management firm is seeking a Client Services Coordinator to enhance the client experience. This role involves being the first point of contact for clients, managing appointments, and supporting administrative processes. The ideal candidate should have strong customer service skills, attention to detail, and previous experience in administrative environments. The firm offers a supportive culture, competitive salary of $50,000-$60,000, PTO, and career growth opportunities. Apply now to join a dedicated team in Danville!