Client Support & Accounts Coordinator

twiceasnice Recruiting; Cincinnati (OH); On-site; USD 58,500 - 71,500; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

PTO

Holidays

Company-Based Incentives

Job summary

twiceasnice Recruiting is seeking a Client Support Coordinator for a financial services firm in Cincinnati. The ideal candidate will have at least 3 years of client support experience in a professional services environment. Responsibilities include client communications, processing new account openings, managing CRM systems, and supporting internal teams. This full-time role offers a great work/life balance and non-flexible hours in a collaborative culture focused on quality service. Benefits include medical and dental coverage, along with company-based incentives.

Qualifications

• 3 years of office‑based client support experience required.
• Experience in a professional services environment required.
• CRM or ERP experience required.
• Ability to work onsite required.

Responsibilities

• Develop and maintain a working knowledge of client accounts.
• Act as a point of contact for client communications via phone and email.
• Prepare and process new account openings using digital tools.
• Coordinate account transfers and maintenance requests.
• Draft correspondence for clients and financial institutions.
• Process financial transactions.
• Maintain and update CRM systems and client records.
• Serve as a liaison between internal teams and external financial institutions.
• Support preparation of client materials.
• Assist with special projects such as client events.
• Schedule meetings and manage calendars.
• Participate in ongoing training and adapt to new systems.

Skills

Client communication

Attention to detail

Adaptability

Team collaboration

Tools

CRM systems

Digital tools (e-signature)

Job description

twiceasnice Recruiting is seeking a Client Support Coordinator for a financial services firm in Cincinnati. The ideal candidate will have at least 3 years of client support experience in a professional services environment. Responsibilities include client communications, processing new account openings, managing CRM systems, and supporting internal teams. This full-time role offers a great work/life balance and non-flexible hours in a collaborative culture focused on quality service. Benefits include medical and dental coverage, along with company-based incentives.