Wealth Client Services & Operations Coordinator

Chemistrywealth; New York (NY); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

EAP (Employee Assistance Program)

Employee discounts

401(k) with employer contribution

Paid Time Off

Paid holidays

Growth opportunities

Job summary

Chemistry Wealth is seeking a highly organized Administrative & Operations Coordinator to support the daily operations of our growing wealth management firm. The role serves as a key contact for clients while providing administrative and operational support to advisors and team members in a fast-paced, professional environment.

The ideal candidate is detail-oriented, proactive, and passionate about delivering exceptional service.

Qualifications

• Bachelor's degree or equivalent experience.
• 3+ years of client service, administrative, or operations experience.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Strong customer service mindset and professional phone presence.
• Ability to manage multiple priorities and work independently.
• Experience with CRM systems such as Redtail, Wealthbox, or Salesforce is preferred.

Responsibilities

• Serve as the first point of contact for clients and visitors.
• Schedule appointments, manage advisor calendars, and coordinate meeting logistics.
• Prepare meeting materials and client communications.
• Assist with client applications, paperwork, and operational processing.
• Maintain accurate records within the firm's CRM and document management systems.
• Track correspondence and ensure timely follow-up on outstanding items.
• Support office operations, including mail handling, supplies, conference rooms, and general administrative tasks.
• Assist with client events, seminars, and special projects.
• Identify opportunities to improve processes and enhance the client experience.

Skills

Verbal and written communication

Organizational skills

Multitasking / prioritization

Microsoft Office

Customer service mindset

Independent work

Education

Bachelor's degree or equivalent experience

Tools

CRM systems (Redtail, Wealthbox, Salesforce)

Job description

Chemistry Wealth is seeking a highly organized Administrative & Operations Coordinator to support the daily operations of our growing wealth management firm. The role serves as a key contact for clients while providing administrative and operational support to advisors and team members in a fast-paced, professional environment.

The ideal candidate is detail-oriented, proactive, and passionate about delivering exceptional service.