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Client Services Coordinator

Concord Advice, LLC
Madison, NJ Full Time
POSTED ON 2/6/2025
AVAILABLE BEFORE 6/3/2025

Are you ready to shape the future of fintech?

Concord Advice is a leading fintech firm driving innovation in the financial services industry. We're seeking a talented and motivated Client Services Coordinator to join our dynamic team. This role offers the opportunity to work on cutting-edge projects, collaborate with industry experts, and contribute to the growth of our groundbreaking new products.


What you'll do:

  • Client Relationship Management: Build strong relationships with clients, ensuring their needs are met and expectations are exceeded.
  • Project Coordination: Manage and coordinate various project tasks, ensuring timely delivery and high-quality results.
  • Problem-Solving: Identify and resolve client issues efficiently, demonstrating strong problem-solving skills.
  • Communication: Effectively communicate with clients, team members, and stakeholders at all levels.
  • Collaboration: Work closely with cross-functional teams to achieve shared goals.
  • Continuous Learning: Stay up-to-date with industry trends and actively seek opportunities for professional development.


What we're looking for:

  • A Growth Mindset: A passion for learning and a desire to continuously improve.
  • Strong Interpersonal Skills: The ability to build rapport and collaborate effectively with diverse teams.
  • Attention to Detail: A meticulous approach to tasks, ensuring accuracy and efficiency.
  • Problem-Solving Abilities: A creative and analytical mindset to overcome challenges.
  • Adaptability: The flexibility to thrive in a fast-paced and dynamic environment.
  • Technical Proficiency: Proficiency in Microsoft Office Suite and a willingness to learn new tools.
  • A Bachelor's Degree: Preferred, but not required.
  • 0-3 Years of Experience: Ideal, but not a strict requirement.


Why join Concord Advice?

  • Career Growth: Opportunities to advance within the company and develop your skills.
  • Innovative Culture: A collaborative environment where new ideas are encouraged.
  • Impactful Work: The chance to contribute to cutting-edge fintech solutions.
  • Competitive Compensation: A comprehensive benefits package.


If you're ready to embark on an exciting career journey and make a significant impact, we encourage you to apply.


Let's build the future of finance together.

Salary : $46,000 - $54,000

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