Client Services Coordinator

DescriptionWe are seeking a motivated and people-oriented Client Services Coordinator to support our growing financial services team. In this role, you will assist with client communication, appointment coordination, and helping create a smooth and professional experience for the individuals and families we serve. This is a flexible remote opportunity ideal for individuals who enjoy working with people, staying organized, and developing valuable business and leadership skills. No prior experience in financial services is required. We provide structured training, mentorship, and ongoing support. This opportunity is best suited for individuals who are coachable, dependable, and interested in long-term personal and professional growth. You must live in the United States to join our team.Responsibilities• Communicate with clients in a professional and timely manner • Assist with scheduling and confirming appointments • Support onboarding and follow-up processes • Coordinate virtual meetings through Zoom • Maintain organization of client communications and information • Participate in team trainings and development sessions • Help create a positive and professional client experience • Work alongside leadership and mentors in a collaborative environment Qualifications• Strong communication and interpersonal skills • Organized and detail-oriented • Friendly, professional, and dependable • Coachable and open to learning new skills • Comfortable working in a remote/virtual environment • Self-motivated with a positive attitude • Access to a laptop/desktop and reliable internet • Prior customer service or administrative experience is a plus, but not required