Wealth Client Experience Coordinator

Nikulski Financial, Inc.; United States; On-site; USD 42,000 - 62,000; Full time

Job summary

Nikulski Financial, Inc. is seeking a Client Service Coordinator to support wealth management teams and enhance the client experience. This role acts as the primary contact for account-related needs, ensuring compliance with industry regulations and firm policies.

You will collaborate with Financial Planners and Operations to manage client inquiries, account access, and life-event requests, while maintaining careful records and delivering consistent, high-quality service.

Qualifications

• Bachelor’s degree preferred or applicable related experience.
• 1+ years of client service experience in financial services preferred.

Responsibilities

• Deliver responsive, professional, and accurate client service across communications.
• Build trusted client relationships and serve as a reliable resource for account questions.
• Coordinate client meeting prep, follow-up, and ongoing communication with Financial Planners.
• Support clients with account access, transactions, and life-event matters.
• Collaborate with Financial Planners, Operations, and team to ensure a coordinated client experience.
• Assist with account openings, transfers, distributions, and maintenance per policies.
• Maintain accurate records and leverage tools to improve efficiency and client experience.

Skills

Client service excellence

Written and verbal communication

Highly organized

Discretion with confidential info

Adaptable and quick learner

Team player in small firm

Professional demeanor

Education

Bachelor's degree in business/marketing/communications

Tools

Microsoft Office

CRM experience

Document management

Job description

Nikulski Financial, Inc. is seeking a Client Service Coordinator to support wealth management teams and enhance the client experience. This role acts as the primary contact for account-related needs, ensuring compliance with industry regulations and firm policies.

You will collaborate with Financial Planners and Operations to manage client inquiries, account access, and life-event requests, while maintaining careful records and delivering consistent, high-quality service.