Client Services Coordinator

We manage a highly professional, full-service, boutique financial advisory practice. As a family-owned, independent, registered investment advisory firm, we prioritize our clients’ needs above all else, where we pride ourselves on upholding the highest level of fiduciary standards of care and commitment. We genuinely enjoy our time together and are looking for someone amazing to add to our team. Culture is important to us, and we are willing to help coach and develop someone’s skillset if they are a good fit for our team.

Position Overview:
We are seeking a detail-oriented and highly organized Client Services Coordinator to join our team. This role is crucial in supporting day-to-day operations, ensuring smooth workflow, and providing exceptional support to clients. The ideal candidate will be proactive, efficient, and able to manage multiple tasks with minimal supervisor and a focus on accuracy and deadlines.

Key Responsibilities:

• Provide administrative support to the team, including managing schedules, organizing meetings, and coordinating appointments
• Client communication and follow-ups
• Coordinate office operations, ensuring that systems and processes run smoothly
• Handle office supply inventory and procurement
• Assist in managing internal communication, ensuring information is shared effectively across departments
• Organize and maintain filing systems, both physical and electronic
• Support project management activities, including tracking project timelines and assisting with deadlines
• Assist in preparing and organizing events, workshops, or meetings
• Maintain and manage the office calendar and coordinate scheduling conflicts
• Serve as a point of contact for vendors and external partners

Required Qualifications:

• Proven experience as an administrative coordinator, office manager, or similar role. A minimum of three years’ experience is required
• Strong organizational skills with the ability to multitask and prioritize effectively
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and other office management software
• Integrity, reliability, and honesty
• Ability to handle sensitive information with confidentiality and discretion
• Detail-oriented with excellent problem-solving abilities
• Strong time management skills and ability to work independently

Preferred Qualifications:

• College degree or requisite experience
• Knowledge of basic office equipment and technology

Work Environment:

• Fast paced and collaborative office environment
• Requires adaptability to changing priorities and tasks

What We Offer:

· Competitive Pay: Compensation: D.O.E.

· Career Advancement: The path to professional growth starts here

· Upon successful completion of a 90-day probationary period, the candidate will be eligible for a medical stipend to help offset the cost of insurance

· Additional benefits to be determined

How to Apply:
Please submit your resume and a brief cover letter outlining your relevant experience and qualifications for the Client Services Coordinator position

Equal Opportunity Employer.

Job Type: Full-time

Pay: $20.00 - $27.00 per hour

Expected hours: 40 per week

Benefits:

• Health insurance

Compensation Package:

• Bonus opportunities

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Executive administrative support: 3 years (Preferred)

Ability to Commute:

• Scottsdale, AZ 85255 (Required)

Ability to Relocate:

• Scottsdale, AZ 85255: Relocate before starting work (Preferred)

Work Location: In person

Salary : $20 - $27