Wealth Client Relations Coordinator I

Seacoast Bank; Winter Park (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Seacoast Bank seeks a Wealth Client Relationship Manager I to support a Wealth Advisor and coordinate onboarding and servicing of Seacoast Wealth Management relationships. You will work closely with the Wealth Management team and other Bank lines—commercial, retail, and residential lending—to earn client confidence through honesty, integrity, and authenticity.

This role handles client meetings, account servicing, CRM reporting, and marketing support for prospecting, seminars, and client

Qualifications

• Excellent communication (written and verbal) and interpersonal skills.
• Ability to work independently and take initiative in a regulated environment.
• Strong organizational skills and attention to detail.
• Familiarity with financial services terminology and client onboarding processes.

Responsibilities

• Assist Wealth Advisor with servicing accounts and meeting preparation.
• Coordinate onboarding and ongoing servicing of Seacoast Wealth Management relationships.
• Perform CRM reporting and schedule client meetings; maintain internal partnerships.
• Support marketing activities such as prospecting, seminars, and client reporting.

Skills

Excellent communication

Interpersonal skills

Initiative

Emotional intelligence

Team coordination

Education

High School Diploma or equivalent

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

Tools

Microsoft Office Suite

Job description

Seacoast Bank seeks a Wealth Client Relationship Manager I to support a Wealth Advisor and coordinate onboarding and servicing of Seacoast Wealth Management relationships. You will work closely with the Wealth Management team and other Bank lines—commercial, retail, and residential lending—to earn client confidence through honesty, integrity, and authenticity.

This role handles client meetings, account servicing, CRM reporting, and marketing support for prospecting, seminars, and client