Wealth Client Coordinator: Onboarding & Relationship Support

Seacoast Bank; Tampa (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Seacoast Bank is seeking a Wealth Client Relationship Manager I to support a Wealth Advisor and coordinate onboarding and servicing of Seacoast Wealth Management relationships. You will work with the Wealth Management team and other lines of business to ensure seamless client service and trust-building through integrity and reliable service.

You will assist with client communications, meeting preparation, and CRM reporting, while maintaining confidentiality and adhering to regulatory standards.

Qualifications

• Excellent communication (written and verbal) and interpersonal skills.
• Able to work independently and take initiative.
• Proficient with CRM reporting and client servicing processes.

Responsibilities

• Work with Wealth Advisor to service accounts, prepare meetings, and support financial planning organization.
• Perform general maintenance and follow-up on pending issues.
• Communicate with clients via phone, in person, and written correspondence with high service standards.
• Provide marketing support including prospecting, seminars, client reporting, and other sales efforts as required.
• Assist with CRM reporting, scheduling client and prospect meetings, and maintaining strong relationships with internal Bank partners.

Skills

Excellent communication

Interpersonal skills

CRM reporting

Microsoft Office Suite

Education

Bachelor’s degree in Finance, business, or related field

High School Diploma or equivalent

Tools

Microsoft Office Suite

Job description

Seacoast Bank is seeking a Wealth Client Relationship Manager I to support a Wealth Advisor and coordinate onboarding and servicing of Seacoast Wealth Management relationships. You will work with the Wealth Management team and other lines of business to ensure seamless client service and trust-building through integrity and reliable service.

You will assist with client communications, meeting preparation, and CRM reporting, while maintaining confidentiality and adhering to regulatory standards.