What are the responsibilities and job description for the Client Services Coordinator position at Jesse Scroggins Wealth Team?
The Jesse Scroggins Wealth Team is looking for a detail-oriented and process-driven Client Service Coordinator to support our team by executing the operational and administrative aspects of client service. This role is primarily a background support role focused on ensuring the seamless execution of operational tasks, maintaining efficient systems, and supporting advisors and the executive assistant.
🔑 Key Responsibilities: Operational Execution & Process Support
- Execute client service tasks behind the scenes, ensuring all operational aspects of financial planning and investment needs are handled efficiently.
- Process client paperwork, account setups, and transfers accurately and in a timely manner.
- Maintain and update internal tracking systems, ensuring all client requests and follow-ups are documented and completed.
- Assist in scheduling internal workflows, managing task deadlines, and ensuring advisors and the executive assistant have what they need to serve clients effectively.
- Ensure CRM (Salesforce) and financial planning tools are updated and accurate to reflect client interactions and action items.
✅ Administrative & System Management
- Manage and organize internal documentation, ensuring all files and records are maintained in an efficient and compliant manner.
- Monitor and streamline operational processes, identifying opportunities for increased efficiency.
- Assist in coordinating communication between internal team members to ensure tasks are completed seamlessly.
- Support the team in maintaining structured workflows for financial planning, investment operations, and client service execution.
🏆 Ideal Candidate Attributes:
- Detail-Oriented & Process-Driven – Excels at executing tasks with precision and consistency.
- Strong Organizational & Follow-Through Skills – Ensures that no details are overlooked in operational processes.
- Efficient & Reliable – Works well behind the scenes, ensuring the team can operate smoothly and efficiently.
- Tech-Savvy & Systems-Oriented – Comfortable working with CRM tools (Salesforce preferred) and financial planning systems.
- Team-Oriented Support Role – Thrives in a background role that supports the success of advisors and client-facing team members.
➡️ Qualifications:
- 1-3 years of experience in operations, financial services, or administrative support preferred
- Familiarity with Salesforce or similar CRM tools is a plus
- Strong organizational and time-management skills
- Excellent attention to detail and ability to manage multiple tasks simultaneously
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
💰Compensation & Benefits:
- Competitive salary with performance-based bonuses
- Opportunity to work in a well-structured and growing financial firm
- Supportive team environment with professional development opportunities
Join the Jesse Scroggins Wealth Team in a key behind-the-scenes role that ensures the operational success of our client service vision!