Wealth Management Client Services Coordinator

Beacon-Hill-85912ad3; North Bend (WA); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Bonus opportunities

Hybrid work environment

Wealth management exposure

Community service events

Job summary

Beacon Hill in North Bend, WA is seeking a Client Services Coordinator to support Financial Advisors, process service requests, coordinate documents, and ensure clients receive a consistently high level of service.

You will work closely with advisors and internal teams to manage accounts, DocuSign requests, and documentation while maintaining organized records and contributing to client projects. This role offers exposure to wealth management and a collaborative team environment.

Qualifications

• Experience in administration, client support, operations, or professional services.
• Wealth management/financial services experience is a plus.
• Bachelor's degree or relevant industry experience preferred.

Responsibilities

• Support Financial Advisors with day-to-day administrative and operational needs.
• Prepare, process, and track new accounts, transfers, and other service requests.
• Assist with client paperwork and DocuSign requests.
• Track outstanding requests and follow up for timely completion.
• Communicate with advisor teams regarding status updates and missing information.
• Help research and resolve account or operational questions.
• Maintain confidential client and account records.
• Assist with client projects, outreach, and other service initiatives.
• Collaborate with other support professionals to balance workloads.

Skills

Administration

Client support

Operations

Professional services

Attention to detail

Education

Bachelor's degree

Tools

DocuSign

Job description

Beacon Hill in North Bend, WA is seeking a Client Services Coordinator to support Financial Advisors, process service requests, coordinate documents, and ensure clients receive a consistently high level of service.

You will work closely with advisors and internal teams to manage accounts, DocuSign requests, and documentation while maintaining organized records and contributing to client projects. This role offers exposure to wealth management and a collaborative team environment.