Client Service Coordinator | Administrative Assistant

Financial Planning Firm | $44,000–$58,000 Annually

Build your career in a professional, client-focused environment where your organization, communication skills, and attention to detail make a difference every day!

Westaff's Career Division is seeking a polished, highly organized, and customer-focused Client Service Coordinator to join a well-established Financial Planning Group.

This is an excellent opportunity for an experienced administrative professional who enjoys building relationships, managing multiple priorities, and providing exceptional service. You'll play an important role in keeping daily operations running smoothly while creating a welcoming, professional experience for clients.

Position Highlights

• Salary: $44,000–$58,000 annually, based on experience

• Schedule: Monday–Friday, 8:00 AM–5:00 PM

• Industry: Financial Planning & Professional Services

• Position: Client Service Coordinator / Administrative Assistant

What You'll Do

As the Client Service Coordinator, you'll be a key point of contact for clients and an essential part of the administrative team.

Client Service & Communication

• Welcome clients and visitors, providing a warm, professional first impression.

• Answer incoming calls, direct inquiries, and ensure messages are communicated promptly.

• Schedule and confirm appointments for existing clients and prospective clients.

• Follow up with clients regarding missed appointments, cancellations, and upcoming events.

Scheduling & Administrative Support

• Manage daily calendars and coordinate schedules to keep the team organized.

• Prepare client files, appointment materials, and confirmation correspondence.

• Maintain accurate client records, update contact information, and organize important documentation.

• Assist with new business paperwork, document processing, and electronic filing.

CRM & Reporting

• Enter and maintain appointments, client information, and documents in CRM systems.

• Create and update spreadsheets to track appointment activity and client communications.

• Monitor follow-up activities and maintain accurate records.

• Provide daily updates and communicate priorities during team meetings.

• Support outreach efforts for seminars, client events, and other marketing initiatives.

What We're Looking For

The ideal candidate is dependable, detail-oriented, and comfortable working in a professional, client-facing environment.

• Exceptional verbal and written communication skills

• Strong organizational skills and the ability to manage competing priorities

• Proficiency with computers, spreadsheets, and CRM systems

• Excellent attention to detail and accuracy

• A professional, friendly, and service-oriented approach

• Ability to work independently while supporting a collaborative team

• Strong follow-through, time management, and problem-solving skills

• Ability to handle confidential client information with professionalism and discretion

Why This Opportunity?

If you enjoy being the person who keeps everything organized, takes pride in delivering outstanding client service, and thrives in a professional office setting, this could be the career opportunity you've been looking for.

Ready to take the next step in your administrative career?

Apply today through Westaff's Career Division for the Client Service Coordinator position!

#WestaffJobs