Wealth Advisory Client Experience Coordinator

Ascend Partner Firms; Pensacola (FL); On-site; USD 40,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Bonus opportunity

Mentorship from experienced advisors

Paid time off (Unlimited PTO)

11 firm-paid holidays

Health insurance

Life insurance

Long-term disability

401(k) with profit sharing

Professional development support

Job summary

Saltmarsh Financial Advisors, based in Pensacola, FL, seeks a Client Service Coordinator to support advisors and clients from day one. You will be the familiar voice clients rely on, ensuring requests are handled accurately and on time.

The role emphasizes organized, proactive service with strong communication, data accuracy, and teamwork. Office-based, full-time in Pensacola, with growth opportunities in wealth management.

Qualifications

• Strong interpersonal and communication skills, both written and verbal, with a professional and welcoming phone presence.

Responsibilities

• Serve as a first point of contact for clients by phone and email, handling requests professionally and following through to resolution.
• Scheduling client meetings, coordinating calendars, and preparing advisors for upcoming appointments.
• Following up with clients on outstanding items and keeping them informed on the status of their requests.
• Processing money‑movement requests, including transfers, distributions, and contributions.
• Supporting new account opening, account maintenance, and beneficiary and retitling requests.
• Preparing client reports and meeting materials, including performance reports and review packets.
• Maintaining accurate client records and data within the firm’s CRM and portfolio management systems.
• Partnering with advisors, portfolio management, and compliance colleagues to keep client requests moving.
• Assisting with documentation, filing, and recordkeeping in line with firm and regulatory requirements.
• Supporting client events, mailings, and other team initiatives as needed.

Skills

Communication skills

Organizational

Attention to detail

Discretion

MS Office proficiency

CRM familiarity

Interpersonal communication

Education

Bachelor’s degree (any field)

Tools

CRM systems

Job description

Saltmarsh Financial Advisors, based in Pensacola, FL, seeks a Client Service Coordinator to support advisors and clients from day one. You will be the familiar voice clients rely on, ensuring requests are handled accurately and on time.

The role emphasizes organized, proactive service with strong communication, data accuracy, and teamwork. Office-based, full-time in Pensacola, with growth opportunities in wealth management.